Description
You'll gain an understanding of the statements, disclosures and considerations for plans that file Form 11-K, and learn ways to plan and conduct effective risk-based ERISA plan audits.
Highlights
Objectives
- Identify auditing procedures for the statement of net assets available for benefits and the statement of changes in net assets available for benefits.
- Recognize the types and classification of common plan investments.
- Distinguish plan investment audit procedures based on type of audit and risk assessment.
- Identify audit procedures at the participant level required for investment gains (losses), contributions, and benefit payments or withdrawals.
- Recognize the presentation and disclosure requirements in accordance with GAAP.
- Identify audit considerations for related parties, parties in interest, and prohibited transactions; a plan's tax status and Form 5500; and Form 11-K filers.
Designed For
Course Pricing
WYOCPA Member Fee
$225.00
Non-Member Fee
$269.00
Your Price
$269.00
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