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EBPAQC 401(k) Basics: Part 2 – Participant Data and Contribution Testing

Description

Build upon your foundational knowledge (bold)

In this webcast, you’ll learn:

– What participant data needs to be tested and why
– The ways a participant can enroll in a 401(k) plan
– The types of contributions received by a 401(k) plan
– How to identify a range of parties in interest and prohibited transactions

Learning Objectives

*Identify what participant data needs to be tested and why *Recall the various ways a participant can enroll in a 401(k) plan *Distinguish the various types of contributions received by a 401(k) plan *Identify a range of parties in interest and prohibited transactions

Major Topics

– Auditing
– Participant data
– 401(k) plan enrollment
– 401(k) contribution types
– Parties in interest
– Prohibited transactions
– Common errors and issues

Provider
AICPA
Course Level
Basic
Professional Area of Focus
Accounting and Auditing
Accounting & Auditing
CPE Field of Study
Auditing
2
Who Should Attend

*CPAs *CGMAs based in the U.S. *Accounting and finance professionals *Auditors who are new to 401(k) plan auditing

Instructor(s)
Marilee Lau
Prerequisites

None

Advanced Preparation

None

Location
Online – AICPA Platform
Event Information
When
May 4, 2023
1:00 pm - 3:00 pm EDT
Location
Online – AICPA Platform
Total CPE Credits
2
Format
Webcast Replay

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EBPAQC 401(k) Basics: Part 2 – Participant Data and Contribution Testing


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