REGISTER NOW for THE premier Spring Event, coming together live or virtual, to Celebrate Our Profession and Fund Our Foundation's Future

EBPAQC 401(k) Basics: Part 4 – Notes to Financial Statements and Current Topics

Description

401(k) auditing round-up. Get started now!

After many years of contributing to a 401(k) plan, retiring individuals need to know that distributions are simple and accessible. To oversee the ease, profitability, and compliance of a 401(k) plan, auditors need a complete and precise methodology.

Join us for this series finale where you will learn:
– Steps needed to conclusively close a successful 401(k) plan audit;
– Benefit payments and plan distributions;
– Financial statement disclosures; and
– Frequent 401(k)-specific stumbling blocks.

Learning Objectives

– Identify the various types of plan distributions and benefit payments.
– Recall unique plan financial statement disclosures.
– Distinguish issues to consider when wrapping up 401(k) auditing.

Major Topics

* Types of plan distributions.
* Forms of benefit payments.
* Unique plan financial statement disclosures.
* audit wrap* up.
* Error avoidance

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 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 19, 2022
1:00 pm - 3:00 pm EDT
Location
Online – AICPA Platform
Total CPE Credits
2
Format
Webcast Replay

MEMBER


$ (% off)
$109.00

NON-MEMBER


$ (% off)
$131.00
Become A Member

Register for this Event

EBPAQC 401(k) Basics: Part 4 – Notes to Financial Statements and Current Topics


Loading
Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×