Description
This session is part of the fundamental case study and 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.
Learning Objectives:
- Identify presentation requirements for defined contribution plans; review financial statements and excerpts of communications to management and those charged with governance relevant to the fundamental case study sessions.
- Recognize audit procedures necessary related to Form 5500, compliance/nondiscrimination testing, and supplementary schedules.
Speaker(s):
Category:
Concurrent Session Online