Defined Benefit Plan Audit Practice

Session Date: 
May 8th, 2017 - 2:25PM3:40PM


The purpose of this session is to provide an high-level overview of the how benefits are accumulated. The session will focus on the practice of auditing census data and benefit payments including a review of testing strategies.

Attendees will:

  • Understand how benefits are accumulated in a defined benefit plan
  • Understand the practice of auditing census data and benefit payments
  • Be familiar with testing strategies associated with auditing defined benefit plans

Field of Study:

Session Type:

Skill Level:

Speaker(s) Speaker Details Session(s)
Kimber Smail-Benedict CPA, Partner, Plante & Moran, PLLC, Flint, MI 6, 14
Kevin Donovan CPA, EA, Managing Member, Pinnacle Plan Design, LLC, Tucson, AZ 6, 14, 21
Kathleen Mclaughlin Managing Director, Grant Thornton LLP, Philadelphia, PA 6, 14

Field of Study Legend

Behavioral Ethics
Business Management & Organization
Personal Development
Specialized Knowledge

Skill Levels Legend

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