Accounting and auditing for plan mergers and terminations

Session Date: 
May 9th, 2017 - 3:00PM4:15PM

Track:

This session will provide participants with an overview of the auditing, accounting and reporting for plan terminations, mergers, spinoffs and key changes in 3rd party providers.

Participants should be able to:

  • Understand the potential risks specific to plan terminations, mergers, spinoffs and key changes in 3rd party providers
  • Design substantive audit procedures for terminations, mergers, spinoffs and key changes in 3rd party providers
  • Understand the accounting and reporting considerations for terminations, mergers, spinoffs and key changes in 3rd party providers
  • Understand the audit implications of changing from a full scope audit to a limited scope audit and vice versa

Field of Study:

Session Type:

Skill Level:

Speaker(s) Speaker Details Session(s)
Nadia Matthie CPA, Partner, KPMG LLP, New York, NY 28, 54
Michael Zelda CPA, Audit Partner, Moss Adams LLP, Campbell, CA 38, 54

Field of Study Legend

Accounting
Auditing
Behavioral Ethics
Business Management & Organization
Economics
Personal Development
Specialized Knowledge
Tax

Skill Levels Legend

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