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EBPAQC 401(k) Basics: Part 3 – Distribution Testing, Investments, and Audit Wrap-Up

Description

Enhance your 401(k) investment knowledge (bold)

A person’s choice to enroll in a 401(k) plan is easier than choosing how to invest their contributions.

Join us for insights on various types of 401(k) plan investments and to learn about:

– Investment disclosures
– Frequent issues surrounding investment disclosures
– ERISA Section 103(a)(3)(C) and non-section 103(a)(3)(C) audits
– Hot topics for the 2022 audit season

Learning Objectives

*Identify various types of plan investments *Distinguish required investment disclosures *Recall unique qualities of ERISA Section 103(a)(3)(C) and non-section 103(a)(3)(C) audits *Identify the common issues and errors typically seen in these areas *Recognize current and hot issues for the 2022 audit season

Major Topics

•Auditing •Types of 401(k) plan investments •Investment disclosures •ERISA Section 103(a)(3)(C) and non-section 103(a)(3)(C) audits •Hot topics for the 2022 audit season

Provider
AICPA
Course Level
Basic
Professional Area of Focus
Accounting and Auditing
Accounting & Auditing
CPE Field of Study
Accounting
1
Auditing
1
Who Should Attend

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

Instructor(s)
Marilee Lau
Prerequisites

None

Advanced Preparation

None

Location
Online – AICPA Platform
Event Information
When
May 18, 2023
1:00 pm - 3:00 pm EDT
Location
Online – AICPA Platform
Total CPE Credits
2
Format
Live Webcast

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$ (% off)
$118.00

NON-MEMBER


$ (% off)
$142.00
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EBPAQC 401(k) Basics: Part 3 – Distribution Testing, Investments, and Audit Wrap-Up


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