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Choose CPE Format:

Live Webinar SELECT STARTING AT $89

Credits: 2

Qualifies For:

$89

Upcoming webinars

December 08, 2016
07:00 pm - 09:00 pm (EST)

Instructor(s): Melissa Critcher, CPA, PC

April 24, 2017
01:00 pm - 03:00 pm (EST)

Instructor(s): Melissa Critcher, CPA, PC

See More Upcoming Webinar Dates >

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Self-StudySELECT

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  • Melissa knows her stuff.

    - Surgent customer

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.

Annual Update for Defined Contribution Plans (UDCP)

  • Customer Rating
    Not Yet Rated
  • Field of Study
    Accounting|Auditing
  • Level
    Intermediate/Advanced
  • Credits
    2
  • Qualifies for

    CPE

Overview

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.

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

Learning 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

Who should take this course:

Designed for:

Auditors and Plan administrators of Defined Contribution Plans

Prerequisite:

Basic understanding of defined contribution and defined benefit plans

Advanced Preparation:

None

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  • Includes 1-, 2-, 3-, 4-, and 8-hour webinars, including Saturday and evening options

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