I have been asked to help update a case study for use in executive education venues and a prominent services marketing text book. I would like to talk to a pension fund auditing expert who could shed new light for me on the current state of pension fund auditing to global clients.
- The regulatory or legal environment for pension fund auditing: I need to know about any new regulations, laws, or impending changes in the way pension funds are audited, both in the US and globally, especially the Philippines. I know that in the US, there have been numerous legal / regulatory and “conflict of interest” changes in the way companies are allowed to hire out for professional service assistance regarding benefits and executive compensation. “Independence” is a big deal these days. Do these issues affect pension fund auditing as well?
- Providers of pension fund auditing: In today’s business arena, is pension fund auditing a niche business, or more typically one in a palette of services provided by global consulting or accounting firms? Is there a shift underway, with big firms spinning off their pension fund auditing lines of business, or any kind of M&A consolidation going on regarding pension fund service providers?
- Cross-selling of pension fund audits: Especially for bigger firms, what’s the current state of cross-selling for these services? Especially related to regulatory issues, how easy is it to cross-sell pension-fund-audit services? Is it getting harder or easier?
I’ll be happy to cite sources, or publish my thanks to the expert.