Advanced Audits of 401(k) Plans: Best Practices and Current Developments (IN PERSON ATTENDANCE)

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AAFP  |  In Person Training  |  Advanced  |  Scheduled

Special Notes

  • You may also attend this program via live webcast from your own computer. Register for the live webcast option HERE.
  • IMPORTANT: ISCPA CPE course manuals are now all paperless. No printed copies will be distributed onsite. eMaterials will be available to download 5-7 days prior to the course in the My CPE Tracker section of the ISCPA website. Learn more here.

Fields of Interest

  • Auditing
  • Employee Benefit Plans

Curriculum

  • Auditing

Prerequisites

Detailed understanding of auditing defined contribution plans.

Designed For

Experienced practitioners responsible for planning and performing employee benefit plan audit engagements.

Objectives

To get up to speed on the significant issues and changes occurring with 401(k) plan audits and to improve the quality of your 401(k) benefit plan audits.

Highlights

  • Annual update of the changes affecting 401(k) plans
  • Compliance issues associated with eligibility and enrollments, remittances, lack of oversight, compensation, vesting, etc.
  • Best practices for engagement planning, internal controls, risk assessment, and detailed testing
  • How to avoid common mistakes made while performing audit procedures
  • Plan mergers and acquisitions
  • Common audit reporting and disclosure issues
  • Proposed changes in the AICPA's proposed SAS on auditing employee benefit plans
Your Price: $385.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. This price includes the early-bird discount. Full prices will be applicable to all registrations after May 2, 2019.

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Instructors

William Taylor

Show Bio

William (Bill) F. Taylor is president of Benefit Solutions, Ltd., a benefit consulting firm, and a CPA in private practice. Since retiring as Community Bank President of Renasant Bank in Water Valley, MS, he has served as an adjunct assistant professor in the MBA program at the University of Mississippi. Bill has worked in the employee benefit and investment fields for over 20 years, beginning his career as the Employee Benefits Coordinator in the Jackson, MS, office of KPMG Peat Marwick and managing his own firm since 1999. A nationally known consultant and speaker, Bill has conducted seminars for the American Society of Pension Professionals and Actuaries, more than 40 state CPA and Bar associations, and other organizations. He was awarded the Outstanding Discussion Leader award for 2014. Bill is the author of Taxation of Employee Benefits Volume I and Volume II, and his articles have appeared in numerous publications.

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