Surgent's Annual Update for Defined Contribution Plans
Monday, June 15, 2026
Noon-2 p.m. Central
2 CPE (2 technical)
Course code: 26WS-0443
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- Thursday, July 2, 2026 - Webinar
- Friday, July 31, 2026 - Webinar
- Thursday, Sept. 10, 2026 - Webinar
- Wednesday, April 1-Wednesday, March 31, 2026 - On-Demand
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
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Common risks and pitfalls associated with defined contribution plans
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Nuances of the fair value disclosures
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New reporting and disclosure requirements for the current year
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Results of DOL Audit Quality Study
Learning objectives
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Prepare for the current year's audit
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Gain a general understanding of the current and prospective reporting and disclosure requirements for employee benefit plans
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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
|
Standard Member Fee |
$99.00
|
Standard Nonmember Fee |
$99.00
|
Our records indicate
you are a
nonmember.
If you register, you will be charged
$99.00
(Standard Nonmember Fee).
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Instructor
Melissa Critcher, CPA
Location
Online
Area
of study
Accounting & audit
Field(s)
of study
Auditing - Technical (1.0)
Accounting - Technical (1.0)
Level
Intermediate
Format
Group Internet Based
Sponsor
NASBA ID#: 103212
Prerequisites
Prereq.
Basic understanding of defined contribution and defined benefit plans
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
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