Initial Plan Audits

Wednesday, May 16, 2018 - 3:00pm4:15pm

This session will cover the audit requirements and best practices for auditing a defined contribution and/or a defined benefit plan for the first time, whether it is the first audit of the plan or it was audited by another firm in the past. The attendee will :
Apply audit guidance related to initial benefit plan audits.
Identify the unique characteristics of defined contribution and defined benefit plans as they relate to initial plan audits
Determine and apply best practices to efficiently and effectively perform procedures related to initial plan audits

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CPE Credit: 
1.50
Prerequisite: 
Basic knowledge of qualified retirement/ERISA plans. General employee benefit plan experience.
Advanced Preparation: 
None
Speaker(s) Speaker Details Session(s)
Ryan Koch CPA, Partner, Moss Adams LLP, Campbell, California 47, 55
Heidi LaMarca CPA, President/Managing Partner, Windham Brannon, P.C., Atlanta, Georgia 44, 47