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EBP1956
Financial Reporting and Audit Wrap-Up
Date
May 8, 2019
$49
Standard Price
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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
Principal, Windham Brannon, LLC
Assurance Partner, HoganTaylor LLP
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