June 10, 2024


Live Webcast


NYSED 8

Introduction to Employee Benefit Plans Webcast

June 10, 2024
Live Webcast
NYSED 8
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    Instructor

    Melissa
    Critcher

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Learning Objectives

Recognize basic features of 401(k) plans; identify general features of 401(k) plan operation and administration; identify general reporting requirements for 401(k) plans; analyze the requirements for an ERISA Section 103(a)(3)(c) audit; recognize the requirements of the risk assessment standards for a 401(k) audit; identify the audit procedures for plan assets, liabilities, revenues and expenses; recognize the differences in financial statement reporting between a 401(k) plan and other entities

Major Topics

  • The unique rules and regulations that govern 401(k) plans;
  • Basic audit procedures associated with a 401(k) plan;
  • Common mistakes made by auditors related to 401(k) plans.

CPE Credits Available

NYSED 8
8
Auditing (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Auditing (NYSED)

Prerequisites

Experience auditing employee benefit plans

Advanced Preparation

Experience auditing employee benefit plans

Intended Audience

Auditors of 401(k) plans with less than 2 years of experience

Provider

Foundation for Accounting Education

This event has ended.