EBP1949. Common Financial Statement Errors

Track: 
Accounting & Auditing
Field of Study: 
Auditing
CPE Credit: 
1.0
Knowledge Level: 
Intermediate
Advanced Preparation: 
None
Prerequisite: 
Basic knowledge of qualified retirement/ERISA plans. General employee benefit plan experience.

Tuesday, May 7, 2019
 
2:55PM-3:45PM

Go through common financial statements and the common errors using the disclosure checklist for DC, DB and H&W plans. Focus more on the common financial statement errors and how to correct them.

Learning Objectives:

  • Identify common errors seen in financial statements
  • Differentiate financial statement presentation based on certain benefit plan types (e.g. defined contribution, defined benefit and health & welfare)


SESSION SPEAKER(S)

CPA
Senior Manager | Plante Moran PLLC
CPA
Senior Manager | Mayer Hoffman McCann, P.C.