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Employee Benefit Plans Conference 2020


EBP2018 - Understanding Plan Documents


May 4, 2020 2:40pm ‐ May 4, 2020 3:55pm

Description

Please Note: This session is part of the A&A Fundamentals sessions and facilitators have asked that attendees bring a laptop computer in order to fully participate in these sessions. This session will provide an overview and understanding of plan documents, focusing on common provisions utilizing the defined contribution case study, which is utilized in each of the fundamental track sessions.

Learning Objectives:
  • Discuss the different types of plan document designs and common plan amendments
  • Identify key plan provisions of the case study to consider risk assessment and develop audit procedures
  • Utilize a practical example of the AICPA EBPAQC's Plan Document Tool to summarize key elements of the plan provisions

Speaker(s):

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