PLAN TYPES

Targeted focus on accounting, auditing and compliance requirements with insight into a variety of plan types including defined contributions plans, employee stock ownership plans, defined benefit plans, multi-employer plans, health and welfare plans, and plans for tax exempt organizations

May 8th, 2017 - 1:00PM2:15PM
The purpose of this session is to provide an overview of the key processes in a defined...
May 8th, 2017 - 2:25PM3:40PM
The purpose of this session is to provide an high-level overview of the how benefits are...
May 8th, 2017 - 4:10PM5:25PM
This session will help you understand different types of hybrid plans (e.g. Cash Balance...
May 9th, 2017 - 9:45AM11:00AM
This session will focus on internal control over finanical reporting in a defined...
May 9th, 2017 - 11:10AM12:25PM
This session will provide a understanding of health and welfare employee benefit plans,...
May 9th, 2017 - 1:25PM2:40PM
This is a basic level course covering accounting for benefit plans under ASC 715. Learn...
May 9th, 2017 - 3:00PM4:15PM
The session will emphasize the areas of concentration in auditing multiemployer plans,...
May 10th, 2017 - 8:00AM9:15AM
We will discuss the unique aspects of auditing and accounting for Employee Stock...
May 10th, 2017 - 9:45AM11:00AM
Auditing health and welfare plans can be challenging. Come to this session to learn what...

Field of Study Legend

Accounting
Auditing
Behavioral Ethics
Business Management & Organization
Economics
Personal Development
Specialized Knowledge
Tax

Skill Levels Legend

L1 - Level 1
L2 - Level 2
L* - Level 1 & Level 2