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Auditing Employee Benefit Plans (109-18)
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Master the fundamentals of auditing employee benefit plans in accordance with AICPA standards and ERISA rules and regulations and avoid the problems that are often encountered. Explore the accounting and auditing requirements unique to employee benefit plans. This course is designed to give you an understanding of requirements and audit procedures related to defined contribution, defined benefit, and health and welfare plans to help you more effectively plan and carry out your audit.

 Export to Your Calendar 10/23/2018
When: 7:30 AM - 3:30 PM
Where: UACPA Training Room
136 South Main Street, Suite 510
Salt Lake City, Utah  84101
United States
Presenter: Melissa Critcher
Contact: April Deneault
801-466-8022


Online registration is available until: 10/23/2018
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Acronym EBPE18
CPE 8 hours
Category
Auditing (5) Accounting (3)
Level Intermediate
Vendor AICPA
Who should attend

Auditors providing employee benefit audit and accounting
services, benefit plan administrators and
employees of companies
with responsibility for
accounting and reporting
for plan benefits

Prerequisite
Experience with the employee benefit plan audit process and a working knowledge of ERISA
Fees: Early Bird
(through 10/9)
Standard
(after 10/9)
Member $257 $285
Non-Member: N/A
$340

AICPA Members receive an additional $30 off the price of this course. Use promo code AICPA8 at checkout to receive the discount.

The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801.466.8022, Monday through Friday, 8am to 4pm.

Description 
Master the fundamentals of auditing employee benefit plans in accordance with
AICPA standards and ERISA rules and regulations and avoid the problems that are
often encountered. Explore the accounting and auditing requirements unique to
employee benefit plans. This course is designed to give you an understanding of
requirements and audit procedures related to defined contribution, defined benefit,
and health and welfare plans to help you more effectively plan and carry out your
audit.


Major Subjects

  • Common plan types
  • GAAP vs. ERISA reporting requirements
  • Recent developments
  • Filing and audit requirements
  • Planning the audit and assessment of risks
  • Prohibited transactions
  • Overview of tax compliance 
  • Internal control and understanding unique to employee benefit plans
  • Understanding and auditing 401(k), defined contribution, defined benefit, health
    and welfare, and employee stock ownership plans (ESOPs)

Objectives

  • Determine how to audit employee benefit plans in accordance
    with AICPA standards and ERISA rules and regulations.
  • Identify specialized audit tests.
  • Compare the scope of an audit.
  • Compare the structure of the more popular employee benefit plans.
  • Identify accounting requirements unique to employee benefit plans..

 

 

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