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Auditing Defined Contribution Plans (AEMP14)
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Take the next step in your development and learn how to go beyond the basics in preparing workpapers and financial statements for employee benefit plans. You will acquire more advanced skills required to audit employer benefit plans in accordance with AICPA and EBSA standards. Through group discussions and contemporary case studies, you’ll gain a thorough understanding of the procedures needed to effectively plan and carry out your audits.

9/18/2014
When: 9/18/2014
8:30 AM until 4:30 PM
Where: City Club at River Ranch
1100 Camellia Blvd.
Lafayette, Louisiana  70508
Presenter: William F. Taylor


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AICPA members receive an additional $30 off the registration fee for this course.

Discount made at the time of checkout. Qualifying members should have received a promo code via email – if you are unsure whether you qualify, or you lost/never received your code, please call the LCPA Member Service Center at 504.464.1040 or 800.288.5272.

Take the next step in your development and learn how to go beyond the basics in preparing workpapers and financial statements for employee benefit plans. You will acquire more advanced skills required to audit employer benefit plans in accordance with AICPA and EBSA standards. Through group discussions and contemporary case studies, you’ll gain a thorough understanding of the procedures needed to effectively plan and carry out your audits.

Designed for: Practitioners with experience auditing defined contribution and defined benefit plans

Objectives:

  • Identify different types of defined contribution plans that are available to plan sponsors.
  • Address complex audit and accounting issues associated with defined contribution plans.
  • Understand of the different types of investment options that may be available to participants, including the audit procedures for complex investments.
  • Explore various fraud examples and develop the appropriate audit responses.
  • Implement rules and regulations associated with auditing and reporting for defined contribution pension plans.

Highlights:

  • Identification of various types of plans
  • Planning, communication, and other activities for defined contribution plans
  • Investments and investment related income
  • Auditing participant data, contributions, and distribution
  • Fraud in employee benefit plans
  • Government regulations and reporting requirements
  • Comparing the audited financial statements to Form 5500
  • Legal counsel representations
  • Case studies and discussion questions

Requisite Knowledge: Experience with the employee benefit plan audit process and a working knowledge of ERISA

Speaker: William Taylor

Vendor: AICPA

Field of Study: Accounting & Auditing

Level: Advanced

CPE Credits: 8

Registration Fees:

 

Members

CPA Non-Members

Early Bird (through 9/3)

$276

$376

Standard (after 9/3)

$326

$426

 

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