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AICPA & CIMA Employee Benefit Plans Conference 2021

EBP2149 - Financial Reporting and Wrap Up

May 5, 2021 8:30am ‐ May 5, 2021 9:45am

Standard: $49.00


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.


Category: Concurrent Session Online

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