Mobile Edition


Annual Update for Defined Contribution Plans (UDCP) (SUUDCP04)

 
Date:Friday, December 8, 2017
Time:1:00 PM - 3:00 PM
(Registration at 12:30PM)
Facility:Webcast or Webinar, Online
CPE Credit:2.0 Accounting and Auditing
Vendor:Surgent McCoy
Course Level:Intermediate
Early Bird Price:Not applicable or see below.

Description:
This course will provide a general understanding of the current and prospective reporting and disclosure requirements for employee benefit plans. Participants will be provided with an insight into the common errors and mistakes made by auditors and plan administrators. Results from the Department of Labor's ("DOL") Criminal Enforcement initiative and audit quality study will be discussed and reviewed. An update will be provided on the issues associated with the peer review process and failure of firms to include employee benefit plans. This material will provide auditors and plan administrators with up-to-date information regarding defined contribution plans auditing, reporting and disclosure requirements.

Objectives:
  • Prepare for the current year’s audit
  • Gain a general understanding of the current and prospective reporting and disclosure requirements for employee benefit plans
  • Identify common errors and mistakes made by auditors and plan administrators


Major Topics:
  • Common risks and pitfalls associated with defined contribution plans
  • Nuances of the fair value disclosures
  • New reporting and disclosure requirements for the current year
  • Results of DOL Audit Quality Study


Who Should Attend:
Auditors and Plan administrators of Defined Contribution Plans

Prerequisite:
Basic understanding of defined contribution and defined benefit plans

Advanced Preparation:
None

Session/Options

If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.