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Employee Benefit Plans Conference 2018

EBP1811 - Planning & Risk Assessment - Part I

May 15, 2018 2:25pm ‐ May 15, 2018 3:40pm

Standard: $49.00


This session is part 1 of 2 of working through the planning and risk assessment process for the fundamental track case study, and will continue in Session #18. Participants will be able to:

- Recognize a variety of planning documents and procedures that are necessary to properly plan an employee benefit plan, through provided example.

- Recall why these elements are important.

- Indicate when limited-scope audits are appropriate and what documents must be obtained when performing a limited-scope audit.


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