| Dear Center Members: |
| This alert contains registration information for the EBPAQC 401(k) basics webcast 4-part series |
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EBPAQC 401(k) Basics Webcast 4-Part Series
The EBPAQC 401(k) Basics webcast 4-part (8 hours total) series is an excellent program for staff or in-charge auditors who are new to 401(k) plan audits. This very popular series offers a comprehensive understanding of 401(k) plans and unique considerations, audit planning and risk assessment, key reporting and audits areas including contributions, benefit payments and investments, financial statement disclosures, and practical information about 401(k) plan audits.
Webcast series:
Part 1-Introduction and Planning (April 21)
The panel will discuss basic information about 401(k) plans including plan structure, standard plan documents, key plan officials and service providers, and the unique issues that need to be considered when planning these audits.
Part 2-Participant Data and Contribution Testing (April 28)
The panel will discuss what participant data needs to be tested and why, the different ways a participant can enroll in a plan, the various types of contributions received by a 401(k) plan, parties in interest and prohibited transactions. Additionally, the panel will discuss the common issues and errors seen in these areas.
Part 3-Distribution Testing, Investments, and Audit Wrap-up (May 5)
The panel will discuss the various types of plan distributions and benefit payments, various types of plan investments, investment disclosures, and wrapping up the audit, and common issues and errors seen in these areas.
Part 4-Notes to Financial Statements and Current Topics (May 19)
The panel will discuss unique plan financial statement disclosures, ERISA Section 103(a)(3)(C) audits and non-Section 103(a)(3)(C) audits, and the common issues and errors typically seen in these areas. The panel will also discuss the current and hot issues for the 2022 audit season, with a question and answer period to answer participant questions.
All webcasts will be live events.
Click on the links below to register.
Part 1-Introduction and Planning (Thursday, April 21, 1:00 - 3:00 pm, ET)
- Click here to register for the Paid CPE credit option (2 CPE hours)
- Click here to register for the Free-No CPE credit option (no CPE hours)
Part 2-Participant Data and Contribution Testing (Thursday, April 28, 1:00 - 3:00 pm, ET)
- Click here to register for the Paid CPE credit option (2 CPE hours)
- Click here to register for the Free-No CPE credit option (no CPE hours)
Part 3-Distribution Testing, Investments, and Audit Wrap-Up (Thursday, May 5, 1:00 - 3:00 pm, ET)
- Click here to register for the Paid CPE credit option (2 CPE hours)
- Click here to register for the Free-No CPE credit option (no CPE hours)
Part 4-Notes to Financial Statements and Current Topics (Thursday, May 19, 1:00 - 3:00 pm, ET)
- Click here to register for the Paid CPE credit option (2 CPE hours)
- Click here to register for the Free-No CPE credit option (no CPE hours)
Presenters on these webcasts will include EBP Expert Panel member Jason Eddy, Grant Thornton; Rob Eisenberg, Grant Thornton; Sonal Fernandez, PriceKubecka, PLLC; Karolyn Ladas, Grant Thornton; EBPAQC Executive Committee member Gwen Mazzola, HoganTaylor LLP; EBPAQC Executive Committee member Linda McLean, PKF O’Connor Davies; Jen Moore, PriceKubecka, PLLC; Rachel Rafik, Grant Thornton; Wendy Hurst, KPMG LLP; and Jayla Stroeer, KPMG LLP.
Sincerely,
AICPA Employee Benefit Plans Audit Quality Center |
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