Cindy Dwyer is the President of MHM Retirement Plan Solutions LLC with over 30 years of experience in her field. She is also a licensed CPA who practices public accounting through Mayer Hoffman McCann P.C. an independently owned and operated CPA Firm. MHM Retirement Plan Solutions is a Third Party Administration Firm for qualified retirement plans, including ESOPs.
Sue Peirce is a principal and leads the employee benefits audit and specialty services team at Apple Growth Partners. Sue has extensive experience in plan audits, specialty audit services, benefit plan design and administration, and SOC engagements. She has implemented lean principles in the delivery of audit services to achieve more efficient processes and outcomes in audit engagements.
This session will review the important aspects of Form 5500 from an auditor's perspective to facilitate compliance with AU-C-720. Understanding the Form 5500 is essential to enhancing the audit quality of financial statement reporting auditors are required to review certain key areas in the Form 5500. This review includes more than simply reading and comparing Schedule H to the financial statements.