Auditing Employee Benefit Plans

Jun 8
8:00 - 4:00 p.m.

Penn State Great Valley - Main Bldg
Malvern - Map

8-A&A
CPE Credits

Master the fundamentals of auditing employee benefit plans in accordance with AICPA standards and ERISA rules and regulations. Explore the accounting and auditing requirements unique to employee benefit plans, such as defined contribution, defined benefit, and health and welfare plans.
Highlights
  • Common plan types
  • GAAP vs. ERISA reporting requirements
  • Filing and audit requirements
  • Planning the audit and assessment of risk
  • Overview of tax compliance
  • Internal control
  • 401(k), defined contribution, defined benefit, health and welfare, and employee stock ownership plans (ESOPs)

Registration

PICPA Member: $275
Nonmember: $375

More Information

Course No. 656600 Level: Intermediate

Prerequisites: Experience with the employee benefit plan audit process and a working knowledge of ERISA

Notes

AICPA Members save $30!

Speaker(s)

Randy Dummer