Error loading player: No playable sources found
EBP18203
Form 5500: From an Auditor's Perspective
Date
May 17, 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 review the important aspects of Form 5500 from an auditor's perspective to facilitate compliance with AU-C-720. Understanding the Form 5500 is essential to enhancing the audit quality of financial statement reporting auditors are required to review certain key areas in the Form 5500. This review includes more than simply reading and comparing Schedule H to the financial statements.
Attendees of this session will:
• Recall how to use Form 5500 to validate financial statement investment disclosures.
• Identify differences between the Form 5500 and the financial statements.
• Recognize material inconsistencies between the Form 5500 and financial statements impact the audit.
• Recall how to efficiently and effectively perform the required review of each schedule of the Form 5500.
Attendees of this session will:
• Recall how to use Form 5500 to validate financial statement investment disclosures.
• Identify differences between the Form 5500 and the financial statements.
• Recognize material inconsistencies between the Form 5500 and financial statements impact the audit.
• Recall how to efficiently and effectively perform the required review of each schedule of the Form 5500.
Speakers
Cindy J. Dwyer, CPA
Managing Director, CBIZ MHM LLC
Susan J. Peirce, CPA
Principal, Apple Growth Partners
General
Related Products
Ask the Experts: Auditing & Accounting
Bring specific questions and hear from industry experts, including members of the AICPA’s expert panel, who deal with emerging issues and current service opportunities, in practical and helpful terms…
Putting into Practice: Auditing Census Data and Actuarial Assumptions
The purpose of this session is to provide an high-level overview of the how benefits are accumulated. The session will focus on the practice of auditing census data and benefit payments including a review of testing strategies…
Stop Paying Unnecessary DB Plan Expenses
DB plan expenses are increasing at an alarming rate. The Pension Benefit Guarantee Corporation (PBGC) charges both a fixed premium per person which will increase to $80 per participant in 2019 (130% increase since 2012) and a variable premium on the amount of underfunding that will increase to 4…
Ethics, Independence, & EBPs
With a particular focus on employee benefit plan audit considerations, this session will provide an overview of the AICPA Professional Code of Conduct and affiliate independence rules…
