Surgent's Annual Update for Defined Contribution Plans
Overview
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.
Highlights
- Common risks and pitfalls associated with defined contribution plans
- Nuances of the fair value disclosures
- New reporting and disclosure requirements for the current year
- Results of DOL Audit Quality Study
Prerequisites
Basic understanding of defined contribution and defined benefit plans
Designed For
Auditors and plan administrators of defined contribution plans
Objectives
- 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
Preparation
None
Notice
This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Surgent Professional Education.
Leader(s):
Leader Bios
Melissa Critcher, Melissa G Critcher CPA PC
Since 2010, Melissa has owned and operated a niche firm located in Charlotte, North Carolina that concentrates on auditing employee benefit plans, consulting with CPA firms and plan sponsors, and providing continuing professional education and training. She has more than 25 years of experience working with employee benefit plans. Melissa provides continuing education, training and consulting services for many organizations including the AICPA, NC Association of CPA’s and other state societies, Surgent McCoy, and CPA firms, as well as, public and privately held entities. She has been repeatedly recognized as an outstanding discussion leader by the AICPA and NCACPA. Melissa has also authored courses on topics ranging from employee benefit plans, internal controls, and SSARS engagements.
Non-Member Price $129.00
Member Price $99.00