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Employee Benefit Plans Conference 2020


EBP2074 - Financial Reporting and Wrap Up


May 6, 2020 9:45am ‐ May 6, 2020 11:00am

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 cover audit completion and financial reporting for a defined contribution plan, focusing on the fundamental track case study, including required communications to management and those charged with governance.
Identify presentation requirements for defined contribution plans.

Learning Objectives:
  • Identify presentation requirements for defined contribution plans.
  • Recognize financial statement and excerpts of communications to management and those charged with governance relevant to the fundamentals track case study.
  • Recall procedures necessary related to a plan’s Form 5500, compliance/discrimination testing, and supplementary schedules.
  • Distinguish between the required communications of the plan auditor to management and those charged with plan governance.

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