Webinar

Surgent's Annual Update for Defined Contribution Plans

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

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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") audit quality study will be discussed and reviewed. This material will provide auditors and plan administrators with up-to-date information regarding defined contribution plans auditing, reporting and disclosure requirements.

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 objectives

• 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

Who should take this program?

• Auditors and plan administrators of defined contribution plans

Pricing

Our records indicate you are a nonmember. If you register, you will be charged $99.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.