New
22WI-0031: Other Considerations in ERISA plan audits (Webinar)
If you have questions about this event, please call us at 952-831-2707.
Monday, April 25, 2022
4:30pm - 5:30pm Central Time
1 CPE (1 technical)
This course introduces unique considerations in less common plans such as defined benefit plans, health and welfare plans, employee stock ownership plans (ESOPs) and 401(k) plans that file SEC Form 11-K. It covers how to audit accumulated plan benefits and changes therein, unique features of health and welfare plans, audit considerations in ESOPs, and requirements for SEC Form 11-K filings. It also covers requirements related to audit documentation, completion of the audit, using the work of a specialist, related party transactions, parties in interest and prohibited transactions, plan's tax status and Form 5500, communications to those charged with governance, and plan mergers and terminations.
Major subjects
Learning objective(s)
-
Recognize unique considerations in less common plans.
-
Identify other requirements that may arise in an audit of an ERISA plan.
Who should take this program?
Auditors of employee benefit plans, practitioners considering the addition of EBP audits as a service offering, and accountants in business and industry, responsible for company benefits.
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$69.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
|
Standard Member Fee |
$59.00
|
 Standard Nonmember Fee |
$69.00
|
