EBP19101

Introduction to Employee Benefit Plan Audits

Date
May 5, 2019
$79
Standard Price
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You rely on this conference for the tried-and-true: specialized content, authoritative speakers and a chance to pause and check in with your peers…

This all-day pre-conference workshop is geared toward individuals interested in a general overview and update of the audit, accounting and reporting requirements for employee benefit plans. Auditors new to employee benefit plan audits, experienced auditors interested in a refresher course, benefit plan professionals as well as service providers who want to understand the audit process, could benefit from this workshop. It provides a basic understanding of the requirements for all types of EBP audits based on the AICPA's Employee Benefit Plans - Accounting and Audit Guide as well as DOL requirements. Participants will have ample time to discuss specific issues and resolutions for real-life employee benefit problems. Attending this workshop will help participants choose beneficial sessions from the general conference to tailor the conference experience.

This session will address employee benefit plan audit quality issues based on findings from the DOL and peer review engagements and unique accounting and reporting issues.

  • Recognize the more common types of EB plans.
  • Indicate appropriate planning and substantive audit procedures with respect to investments, contributions, distributions, and benefit obligations.
  • Recall ERISA regulations.
  • Identify problems and potential resolutions within EBP audits.

Speakers

Speaker Image for Marcus Aron
Chief, Division of Accounting Services, Employee Benefits Security Administration, U.S. Department of Labor
Speaker Image for Marilee Lau
Partner, Retired KPMG Partner
Speaker Image for Bob Cote
Cote, LLP

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