Webcast: 401(k) Basics Part 3-Distribution Testing, Audit Wrap-Up and Notes to Financial (XAPDIST17)
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This is an excellent program for staff or in-charge auditors who are new to ERISA audits as it provides an understanding of 401(k) plans and how they work and information about unique issues encountered in performing distribution testing and wrapping up the audit.

5/25/2017
When: 05/25/2017
12:00 PM until 2:00 PM
Where: Webcast
AICPA
1306075:095AAAB231C05F2A6553491E939B44D5
United States
Presenter: Shelly Desbois


Online registration is closed.
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AcronymXAPDIST17
CPE2 hours
VendorAICPA
Category
Auditing
LevelBasic
PrerequisiteNone
Adv PrepNone
Yellow Book?No
Designed forIndividuals new to 401(k) plan auditing
Registration
Member$99
CPA Non-Member$129

The Member rate applies to LCPA members, other state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Course Description

This is an excellent program for staff or in-charge auditors who are new to ERISA audits as it provides an understanding of 401(k) plans and how they work and information about unique issues encountered in performing distribution testing and wrapping up the audit.

Objectives
Part 3 will discuss:

  • how to test benefit payments in 401(k) plan audits
  • common audit issues and concerns
  • best practices in wrapping up an audit
  • common notes to 401(k) plan financial statements.