Back to Search

Annual Update for Defined Contribution Plans Webinar

CPE

When
May 20
1:00 - 3:00 p.m.

CPE Credits
2-A&A

Details

 Pricing

PICPA Member: $89 | Nonmember: $114


 More Information

Course No.
UDCP-2019-01-WEBNR-140-01
Level
Intermediate
Prerequisites
Basic understanding of defined contribution and defined benefit plans
Note
This webinar is hosted by PICPA's partner, Surgent CPE. After registering, you will receive an email from Surgent CPE with the log-in information.

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.

Highlights

  • 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


Speaker(s)

Melissa G. Critcher, CPA

Melissa is a member of both the American Institute of Certified Public Accountants (AICPA) and the North Carolina Association of Certified Public Accountants (NCACPA). She has served in various roles with the NCACPA including member of the Board of Directors, committee member for the Accounting and Attestation Committee, as well as local chapter positions.

Melissa’s background in accounting includes more than 15 years experience in public accounting specializing in auditing defined contribution and defined benefit employee benefit plans as well as manufacturing, distribution, and professional service organizations. Her public accounting experience includes a position as a senior audit manager with Greer & Walker, LLP in Charlotte, North Carolina, a manager at a regional firm in Raleigh, North Carolina prior to re-locating to Charlotte. Melissa also worked with a local firm in Winston-Salem. During her career, Melissa has been responsible for managing the employee benefit plan niche, marketing and business development, and conducting in-house training seminars. Since 2002 Melissa has led discussion seminars on the AICPA’s Audits of 401(k) Plans for the NCACPA. Additional seminars include Audit Documentation and Review, Employee Benefit Plan Audits, and Small Business Audits. Ms. Critcher received the AICPA Outstanding Instructor Award in 2011, 2012, and 2013.


You May Also Like

Accounting & Auditing Conference
Dec. 12 | Malvern
Hear the most up-to-date information on all upcoming pronouncements and A&A standards from industry experts and the standard setting bodies. Check back closer to the conference for the full agenda, ...
Motion Picture and Television Industry: Accounting & Auditing Overview Webinar
Oct. 21 | Webinar
Identify the motion picture budgeting, production, and distribution process. Recognize the entertainment accounting and tax hot topics. Recognize studio participation reporting, including breakevens and key litigation impacting participations. ...
Accounting and Auditing Update for Small Businesses
Oct. 21 | Malvern
Gather updates on the new accounting, auditing, compilation, and review standards, and other professional guidance that impact small businesses and their auditors. Identify recently issued FASB, ASB, and ARSC guidance ...