Advanced Defined Contribution Plans Audit Certificate Exam Review (8 hours)

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Jan 14, 2019

Registration: 5:30 AM / Program: 6:00 AM - 2:00 PM

Fees

Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

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.

Designed For

Auditors from small to large firms

Objectives

When you complete this webcast, you willbe able to:

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 outline in the AICPA's Competency Framework: Employee Benefit Plan Auditing.

Major Subjects

Topics Discussed Advanced Defined Contribution Plans Audit Certificate Exam Review includes:

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

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email profdev@orcpa.org.