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Sessions | Instructor | Event Registration |

Event Information

SVSJ ERISA Group: Employee Benefit Plan Audits - 2020 Update | N2210720
Date: July 17, 2020
Event Start time: 8:30 AM   End time: 10:30 AM
Location: San Jose Area

Facility: Virtual Meeting

 


Member:       $0
Nonmember: $10

CPE Credits:



Do you need help with your ERISA audits?
 
We will discuss current issues, including DOL & IRS focus areas. Our speakers are experts in their fields. They will provide Accounting & Auditing updates, help identify critical plan audit risk areas and offer tips to do a better audit to meet Peer Review, DOL & AICPA expectations.
 

Objectives:
This presentation is designed to help you to:
- Recognize 2020 changes in Accounting & Auditing of ERISA plans with a focus on 401(k) plans.
- Identify risk areas in ERISA plan audits with a focus on 401(k) plans.
- Determine common audit failures in ERISA plans and how to avoid them.

Major Subjects:
A number of recent laws and events have impacted ERISA plans. The speakers will discuss:
  • Changes in the law and their impact on ERISA plans and related financial statement disclosures
  • How to avoid all too common GAAP and GAAS errors in audits of ERISA plans so that you are not exposed to Peer Review, DOL & AICPA sanctions
  • Common testing errors with a focus on 401 (k) plan audits will be discussed.
 

Field of Interest:
Auditing

Designed For:
CPAs and professional staff providing employee benefit plan audit and accounting services, benefit plan administrators, and ERISA providers.

Event Notes:
Please note:
  • No CPE credit available.
  • A conference call link will be emailed to pre-registered attendees the day before the event.