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EBP1956

Financial Reporting and Audit Wrap-Up

Date
May 8, 2019
$49
Standard Price
This product is also available as part of the following products:
Thumbnail for Employee Benefit Plans Conference 2019
This includes sessions from the conference: Employee Benefit Plans Conference 2019

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.
  • 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.

Speakers

Speaker Image for Anne Morris
Principal, Windham Brannon, LLC
Speaker Image for Gwendolyn Mazzola
Assurance Partner, HoganTaylor LLP

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