Audit Completion and Financial Statements for Employee Benefit Plans

Thursday, May 17, 2018 - 8:00am9:15am

This session will cover audit completion and financial reporting for a defined contribution plan. This is a continuation of the defined contribution case study and will utilize the case study financial statements.

Attendees will:

• Identify presentation requirements for defined contribution plans in accordance with ASC 962
• Recall audit procedures related to presentation of financial statements, including journal entries testing
• Recall procedures necessary related to a plan’s Form 5500
• Recall plan compliance/discrimination testing
• Distinguish between the required communications of the plan auditor and those charged with plan governance.

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CPE Credit: 
Advanced Preparation: 
Speaker(s) Speaker Details Session(s)
Chip Harris CPA, CGMA, Partner, Chairman - Benefit Plan Audit Services Group, RubinBrown LLP, Kansas City, Missouri 46, 54, 67
Jill Pierce CPA, Senior Manager, HoganTaylor LLP, Springdale, Arkansas 46, 54