Error loading player: No playable sources found
EBP1839
Distributions & Plan Expenses
Date
May 16, 2018
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Employee Benefit Plans Conference 2018
This session will focus on the distribution process of a defined contribution plan.
Attendees will:
• Identify the various types of distributions
• Recall how to design audit procedures to cover the identified assertions
• Identify testing procedures, including sampling, over the various types of distributions (retirements, rollovers, hardships, loans, etc.) as well as the different forms of payment (lump sum, annuities)
• Recall that testing will include vesting considerations
• Recall the testing and financial reporting for participant loans
Speakers
Shareholder, LBMC,PC
Travis Jack, CPA, QKA
Managing Member, Metz & Associates, PLLC
General
Related Products
Contributions & Participant Data - Part I
This session will focus on the eligibility and contribution process of a defined contribution plan, and the testing of these areas. This session will be continued in Session #32…
Planning & Risk Assessment - Part II
This session is a continuation of Session #11. Participants will see an example evaluation of a SOC report and how these reports are used in conjunction with the evaluation of a plan’s internal control environment, as well as cover other internal control considerations…
Contributions & Participant Data - Part II
This will be a continuation of session #26. This session will continue to focus on the eligibility and contribution process of a defined contribution plan, and the testing of these areas. See a full session description at Session #26…
Common Investments Used in Employee Benefit Plans
This session will focus on investments held by a defined contribution plan. Facilitators recommend bringing your laptop to this session to fully participate in the case study…
