ERISA Plans: Planning and Reporting

Course Details

Date

Thursday, May 16, 2024

7:00am – 9:00am (Registration: 8:03am)

Location

Online

Field of Study

Accounting & Audit

CPE Credit

2 hours CPE credit

Level of Knowledge

Beginning

Vendor

AICPA

Prerequisites

None

Description

Planning makes perfect

Learn to navigate the new auditing standards and revised auditor and client responsibilities in this all-new webcast. Join us to brush up on your 401(k) audit and reporting best practices to remain ERISA compliant.

After diving deeper in this webcast, you will be better equipped to:

  • Understand client needs
  • Determine materiality
  • Perform risk assessment procedures
  • Identify key differences between standard and modified audit reports

    Highlights

  • Pre-engagement, planning, and risk assessment procedures
  • Standard and modified auditor reports
  • Effects of new SAS implementation on planning and reporting

    Objectives

    • Identify important pre-engagement and planning considerations, including risk assessment.
    • Distinguish between standard and modified reports.
    • Recognize changes required due to new SAS implementation.
    • Identify audit procedures commonly required in a 401(k) audit.

    Designed For

  • Auditors of employee benefit plans
  • Practitioners adding employee benefit plan audits to their service offerings
  • Accountants in business and industry responsible for company benefits

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    Course Pricing

    WYOCPA Member Fee
    $118.00

    Non-Member Fee
    $142.00

    Your Price
    $142.00

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