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21WS-0616: Surgent's Annual Update for Defined Contribution Plans (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Date Thursday, September 16, 2021
Time 12:00pm - 2:00pm
Central Time
Location Online
CPE credits CPE 2.0
Field(s)
of study
Accounting - Technical (1.0)
Auditing - Technical (1.0)
Instructor Melissa Critcher, CPA
Melissa G. Critcher, CPA, PC
Fees
Standard Member Fee $89.00
Standard Nonmember Fee $89.00

Description

This course will provide a general understanding of the current and prospective reporting and disclosure requirements for employee benefit plans. Participants will be provided with an insight into the common errors and mistakes made by auditors and plan administrators. Results from the Department of Labor's (“DOL”) Criminal Enforcement initiative and audit quality study will be discussed and reviewed. An update will be provided on the issues associated with the peer review process and failure of firms to include employee benefit plans. This material will provide auditors and plan administrators with up-to-date information regarding defined contribution plans auditing, reporting and disclosure requirements.

Who should take this program?

Auditors and Plan administrators of Defined Contribution Plans

Major subjects

  • Common risks and pitfalls associated with defined contribution plans
  • Nuances of the fair value disclosures
  • New reporting and disclosure requirements for the current year
  • Results of DOL Audit Quality Study

Learning objective(s)

  • Prepare for the current year’s audit
  • Gain a general understanding of the current and prospective reporting and disclosure requirements for employee benefit plans
  • Identify common errors and mistakes made by auditors and plan administrators

Notes:

Course code Code 21WS-0616
Sponsor Surgent
NASBA ID#: 103212
Level Intermediate
Format Group Internet Based
Prerequisites Prereq. Basic understanding of defined contribution and defined benefit plans
Advance
prep
None

If you have questions about this event, please call us at 952-831-2707.