Everything You Need to Know About Interpreting Plan Documents

Tuesday, May 15, 2018 - 1:00pm2:15pm

This session will be a general introduction to plan documents and highlight certain key elements for plan auditors. It will also introduce the plan document provisions of the defined contribution case study and serve as the basis of the entire fundamental track case study.
Attendees will:
• Distinguish between the different types of plan document designs being used by plan sponsor and highlight the IRS determination letter program. • Identify key plan provisions in order to develop audit procedures • Recall differences in plan design • Indicate common plan amendments • Recall how to use the AICPA EBPAQC's Plan Document Tool

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CPE Credit: 
Advanced Preparation: 
Speaker(s) Speaker Details Session(s)
Travis Jack CPA, QKA, Managing Member, Metz & Associates PLLC, Phoeniz, Arizona 4, 39, 61
Sara Wilson CPA, Senior Manger, Grant Thornton LLP, Seattle, Washington 4, 18, 61