Advanced Defined Contribution Plans Audit Certificate Exam Review

Description

Through advanced learning exercises, prepare for the Advanced Defined Contribution Plans Audit Certificate Exam and grow your expertise with regard to these types of audits. Step through each phase of a defined benefit plan audit engagement, from planning to reporting and ensure you are familiar with the most current guidance.

This webcast is recommended learning and covers strategies to help you confidently approach the Advanced Defined Contribution Plans Audit Certificate exam.

Learning Objectives
  1. Apply the key concepts and skills for a solid audit foundationspecifically related to defined contribution retirement plans~
  2. Evaluatedefined contribution retirement plan-specific audit circumstances andapply key concepts and skills to audit engagements~
  3. Identify any areasneeded for professional development as outlined in the AICPA’sCompetency Framework: Employee Benefit Plan Auditing
Major Topics
  1. Advanced Defined Contribution Plans Audit Certificate Exam Review includes:
  2. Introduction and background
  3. Planning and general procedures
  4. Internal control
  5. Sampling
  6. Net assets available for benefits
  7. Investments
  8. Changes in net assets available for benefit
  9. Plan tax status
  10. ESOPs
  11. Plan mergers, transfers, spin-offs
  12. Terminations
  13. Changes in service provider
  14. Financial statement presentation and disclosures
  15. Audit reports
Provider
AICPA
Course Level
Advanced
Professional Area of Focus
Accounting & Auditing
CPE Field of Study
Auditing
8.0
Who Should Attend
Experienced EBP auditors seeking a high level review of defined contribution plans audit techniques
Instructor(s)
Daryl Krause
Prerequisites
Recommend 5–7 years of experience auditing defined contribution retirement plans
Location
Online Course
Register Now
When
Jan 14, 2019
9:00 am - 5:00 pm EDT
Total CPE Credits
8.0
Format
Webcast
Instructor
Daryl Krause

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Advanced Defined Contribution Plans Audit Certificate Exam Review


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