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Dear Center Members: |
This alert contains information to register for the April and May EBPAQC webinars.
You can forward this Alert to other individuals in your firm that you would like to register for these webinars.
See below for a description and registration information for each webinar. Each webinar qualifies for 2 hours of CPE credit with paid registration. A "free with no CPE" option is available for the live broadcasts. If you previously saved the date on your calendar for these web events by clicking on the "Outlook Calendar hold" option in EBPAQC Alert #435, you still need to register for these events by clicking on the registration links below. |
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| Register for upcoming April and May EBPAQC webinars |
Date
(1:00 pm - 3:00 pm Eastern) |
Webinar |
Registration Link |
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Monday, April 20
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Designated Partner 2020 Audit Planning (rebroadcast) |
Click here to register |
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Thursday, April 23
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401(k) Basics, Part 1, Introduction and Planning |
Click here to register |
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Friday, April 24
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Managers and Supervisors 2020 Audit Planning |
Click here to register |
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Thursday, April 30
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401(k) Basics, Part 2, Participant Data and Contribution Testing |
Click here to register |
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Thursday, May 14
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401(k) Basics, Part 3, Distribution Testing, Audit Wrap-Up and Notes to Financial Statement |
Click here to register |
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Tuesday, May 19
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Using the Center's SOC 1 Documentation Tool (rebroadcast) |
Click here to register (CPE option only) |
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Thursday, May 21
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401(k) Basics, Part 4, Investments and Current Topics |
Click here to register |
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Tuesday, May 26
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Health and Welfare Plans, Part 1, Basics and Audit Planning |
Click here to register (CPE option only) |
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Tuesday, June 2
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Health and Welfare Plans, Part 2, Audit Procedures and Best Practices |
Click here to register (CPE option only) |
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Designated Audit Quality Partner Audit Planning – April 20 (rebroadcast)
This webinar is for firm designated audit quality partners to assist them in preparing their firms for the 2020 EBP audit season. Discussion topics for this webinar include: DOL update; key accounting and auditing issues for EBP audits this year and on the near horizon; EBP best practices and audit quality initiatives; new center tools and resources; and ask the experts. All designated audit quality partners of EBPAQC member firms are required to participate in the annual Designated Partner Audit Planning webinar. If you have participated in the January 24 live event or previous rebroadcast you do not need to participate in this rebroadcast.
401(k) Basics series – April 23, 30, May 14, 21
This series is an excellent program for staff or in-charge auditors who are new to ERISA audits, as it provides an understanding of 401(k) plans and how they work, information about EBP audit planning and risk assessment, and practical information about unique plan audit areas. Panelists for this webinar series are various current and former members of the EBPAQC Executive Committee.
Managers and Supervisors Audit Planning - April 24
This webinar is specifically designed for individuals who manage or supervise ERISA EBP audits to assist them in planning for their 2020 engagements. It will include information about manager's and supervisor's roles and responsibilities in EBP audits; the EBPAQC resources and how to effectively use them; the DOL's biggest concerns and understand its current initiatives; and current accounting and auditing topics for consideration in 2020; It will also include a roundtable discussion on common audit deficiencies and potential issues and firm best practices in the current environment.
Using the Center's SOC 1 Documentation Tool - May 19 (rebroadcast)
This webinar will discuss how to maximize your firm's use of a SOC 1 report in your EBP audits by providing tips for effectively reviewing and understanding the SOC 1 report and other firm best practices.
Health and Welfare Plan Audits- 2-part webinar series - May 26 and June 2 (rebroadcast)
Participants will learn best practices for auditing health and welfare benefit plans. Part 1 will cover the various types of health and welfare plans and plan arrangements, plan operations, and the current industry and regulatory environment. Part 2 will discuss audit planning and risk assessment considerations; specific accounting, auditing and reporting considerations, and practice tips.
Archive of Webinars
All webinar audio and slide presentations will be archived on the Center website under Past Events. No CPE is available for listening to the archived event.
Click here for other EBPAQC archived webinars, including the following:
- 2020 11-K Audits webinar
- Common Plan Operational Errors
- Tax and Compliance Issues for Employee Benefit Plans Auditors
- Actuarial Reports in Defined Benefit Plan Audits - How to Effectively Use the EBPAQC Tool
- Current Issues in Defined Benefit Plan Audits
- Initial EBP Audits
- EBP Auditing in an Electronic Environment
- Multiemployer Plan Payroll Audits: What is New with SSAE 18?
- Health & Welfare Plan Advanced Audit Issues
- Multiple Employer Plans
Sincerely,
AICPA Employee Benefit Plans Audit Quality Center |
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In This Alert |
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Additional Resources |
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Stay Informed |
We welcome any suggestions or questions - please send them by e-mail at EBPAQC@aicpa.org.
Members of the Employee Benefit Plan Audit Quality Center (EBPAQC) may only reproduce and distribute EBPAQC Alerts internally within the firm to other Center member firm personnel as part of the firms' professional services. For information about permission to copy any part of these documents for redistribution or inclusion in other work, please click on the copyright notice at the bottom of the page or phone the copyright permission hotline (919) 402-4031.
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