Webinar (AICPA): Advanced Defined Contribution Plans Audit Certificate Exam Review

Description

Through advanced learning exercises, prepare for the Advanced Defined Contribution Plans Audit Certificate Exam and grow your expertise with regard to these types of audits. Step through each phase of a defined contribution plan audit engagement, from planning to reporting, to ensure you are familiar with the most current guidance. This webcast is recommended learning and covers strategies to help you confidently approach the Advanced Defined Contribution Plans Audit Certificate exam.

Learning Objectives

– Apply the key concepts and skills for a solid audit foundation specifically related to defined contribution retirement plans

– Evaluate defined contribution retirement plan-specific audit circumstances and apply key concepts and skills to audit engagements

– Identify any areas needed for professional development as outlined in the AICPA’s Competency Framework: Employee Benefit Plan Auditing

Major Topics

Key Topics

– Introduction and background

– Planning and general procedures Internal control

– Sampling

– Net assets available for benefits

– Investments

– Changes in net assets available for benefit

– Plan tax status

– ESOPs

– Plan mergers, transfers, spin-offs

– Terminations

– Changes in service provider

– Financial statement presentation and disclosures

– Audit reports

Course Level
Advanced
CPE Field of Study
Auditing
8.0
Who Should Attend
Experienced EBP auditors seeking a high level review of defined contribution plans audit technique
Instructor(s)
Daryl Krause
Prerequisites

Recommended 5-7 years of experience auditing defined contribution retirement plans

Location
Online Course
Register Now
When
Feb 11, 2020
7:00 am - 3:00 pm MDT
Total CPE Credits
8.0
Format
Webinar
Instructor
Daryl Krause

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Webinar (AICPA): Advanced Defined Contribution Plans Audit Certificate Exam Review


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