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EBP2449

Financial Reporting and Wrap-Up

Date
May 7, 2024
$49
Standard Price
This product is also available as part of the following products:
Thumbnail for 2024 AICPA & CIMA Employee Benefit Plans Conference
This includes sessions from the conference: 2024 AICPA & CIMA Employee Benefit Plans Conference

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.
  • Indicate 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.

Speakers

Speaker Image for Kathleen Jackson
Audit Partner, A.C. Evans LLC
Speaker Image for Mark Blackburn
Shareholder, LBMC,PC

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