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ERISA Plans: Planning and Reporting

Description

Dive in to ERISA plans

In this webcast, you will:
– Learn how to apply the appropriate standards
– Understand changes in planning and reporting when SAS No. 136 is implemented
– Grasp planning considerations that include client acceptance and continuance, independence, terms of engagement and risk assessment
– Get updates on reporting standard and modified reports

Learning Objectives

– Recognize important pre-engagement and planning considerations, including risk assessment.
– Recognize standard and modified reports, and required elements thereof.
– Recognize changes in planning and reporting when SAS No. 136 is implemented.

Major Topics

* Pre* engagement activities, including client acceptance, agreement of terms, and independence
* Planning activities, including obtaining an understanding of the client, determining materiality, and performing a risk assessment
* Standard and modified auditor reports
* Effects of SAS No. 136 on planning and reporting

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

* Auditors of EBPs
-* practitioners considering the addition of EBP audits as a service offering
-* Accountants and finance professionals in business and industry responsible for company benefits

Instructor(s)
Randy Dummer
Prerequisites

None

Advanced Preparation

None

Location
Online – AICPA Platform
Event Information
When
Apr 25, 2022
10:30 am - 12:30 pm EDT
Location
Online – AICPA Platform
Total CPE Credits
2
Format
Webcast Replay

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ERISA Plans: Planning and Reporting


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