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

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Cancelled - Apr 20, 2020

Registration: 7:00 AM / Program: 7:30 AM - 3:30 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

Experienced EBP auditors seeking a high level review of defined contribution plans audit technique.

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 Subjects

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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

If you would like to register for this event, please contact OSCPA at 800-255-1470, 503-641-7200, or email profdev@orcpa.org.