Auditing Health and Welfare Plans

Session Date: 
May 10th, 2017 - 9:45AM11:00AM


Auditing health and welfare plans can be challenging. Come to this session to learn what makes these audits unique, and specific risk areas that auditors will want to pay particular attention to.

This session will:

  • Describe the unique challenges commonly encountered when executing the audit of a health and welfare plan
  • Identify special accounting and reporting considerations for health and welfare plans
  • Explain the different elements of the actuarial report (what they mean and what inputs the actuary uses)
  • Discuss procedures auditors perform to test data used by the actuary
  • Illustrate the general process used in selecting actuarial assumptions used in health and welfare valuations

Field of Study:

Session Type:

Skill Level:

Speaker(s) Speaker Details Session(s)
Deborah Smith CPA, Partner, Grant Thornton LLP, Chicago, IL 1, 64, 70
Gabriel O'Keefe CPA, Partner, Plante Moran PLLC, Southfield, MI 37, 70

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