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Thursday, December 3, 2026 Live Webcast

Audits of Employee Benefit Plans Subject to ERISA (X3-2026-AUEBP-20261203)

9:00 AM - 5:00 PM EST
webcast

Vendor Platform

8 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

    $319.00 - Member

    $339.00 - Nonmember

    Register Today


    Note: Online pre-registration will close on December 3 at 8:30 AM.

    ADDITIONAL OPTIONS

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    ALSO AVAILABLE

    COURSE DEVELOPER

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