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Thursday, May 28, 2026 Live Webcast

Audits of Employee Benefit Plans Subject to ERISA (X3-2025-AUEBP-20260528)

9:00 AM - 5:00 PM EDT
webcast

Vendor Platform

8.5 CPE Credits in AA

OVERVIEW

Employee benefit plan audits are examined to help you understand the intricacies of EBP planning, reporting and compliance with applicable auditing standards.

DESIGNED FOR

  • Auditors of employee benefit plans
  • Practitioners considering the addition of EBP audits as a service offering
  • Accountants in business and industry responsible for company benefits

BENEFITS

  • Recognize key terms and definitions related to ERISA plans.
  • Identify the different types of employee benefit plans (EBPs).
  • Recognize operational and compliance elements of ERISA plans
  • Identify the basic financial statements for all ERISA plans.
  • Recognize differences between GAAP and ERISA reporting.
  • Identify the risks of material misstatement related to financial statement line items on the statements of net assets available for benefits.
  • Recognize audit procedures commonly performed in a defined contribution retirement plan (DC plan) audit, including notes receivable from plan participants.
  • Identify audit requirements when using the work of a specialist.

HIGHLIGHTS

  • Audit planning and pre-engagement activities
  • Risk assessment, including consideration of internal control
  • Auditing the statement of net assets available for benefits
  • Auditing the statement of changes in net assets available for benefits
  • Other auditing considerations, including prohibited transactions and tax compliance
  • The auditor’s report
  • Financial statement disclosures
  • Supplemental schedules

    • COURSE LEVEL

    Basic

    PREREQUISITES

    None

    ADVANCE PREPARATION

    None

    INSTRUCTOR

    Randy Dummer

    Randy Dummer, CPA

    AICPA/Professional Development Institute

    Read bio

    PRICING

    $349.00 - Member

    $369.00 - Nonmember

    Register Today


    Note: Online pre-registration will close on May 28 at 8:30 AM.

    ADDITIONAL OPTIONS

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    ALSO AVAILABLE

    COURSE DEVELOPER

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