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EBP2311

Understanding Plan Documents

Date
May 8, 2023
$4900
Standard Price
This product is also available as part of the following products:
Thumbnail for 2023 AICPA & CIMA Employee Benefit Plans Conference
This includes sessions from the conference: 2023 AICPA & CIMA Employee Benefit Plans Conference

This session is part of the fundamentals track case study. This session will dive into understanding the plan documents, including identifying relevant plan provisions of the defined contribution case study, which is utilized for all of the fundamental track sessions.

Learning Objectives

  • Identify the different types of plan document designs and common plan amendments
  • Recognize relevant plan provisions of the case study to consider risk assessment and develop audit procedures and Identify a practical example of the AICPA EBPAQC's Plan Document Tool to summarize the relevant plan provisions

Speakers

Speaker Image for Anne Morris
Principal, Windham Brannon, LLC
Speaker Image for Kristin Ryan
Founder & CEO, Ryan + Mann LLC

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