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EBP2311 - Understanding Plan Documents

‐ May 8, 2023 2:35pm

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


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