EBP1967. Auditing and Reporting for Terminating Plans

Track: 
Advanced Professionals
CPE Credit: 
1.5
Knowledge Level: 
Advanced
Advanced Preparation: 
None
Prerequisite: 
Extensive qualified retirement/ERISA plans/employee benefit plan knowledge or experience.

Wednesday, May 8, 2019
 
9:45AM-11:00AM

This session will provide an overview of key changes in the audit and reporting when a plan sponsor of a retirement plan concludes the plan’s termination is imminent. This session will also cover reporting under the liquidation basis of accounting.
Learning Objectives:

  • Evaluate plan sponsor’s conclusion that termination is imminent
  • Assess risk factors associated with terminating plan
  • Formulate reporting under the liquidation basis of accounting


SESSION SPEAKER(S)

CPA
Partner | Plante Moran
CPA
Owner | Melissa G. Critcher,CPA,PC