Events Search
  Summary & Check Out (0)

Surgent's Annual Update for Defined Contribution Plans (Z1-UDCP-2024-01-SSWC)

100 Minutes
On demand - Video

On Demand - Video

2 CPE Credits in AA

OVERVIEW

This course will provide a general understanding of the current and prospective reporting and disclosure requirements for employee benefit plans. Participants will be provided with an insight into the common errors and mistakes made by auditors and plan administrators. Results from the Department of Labor’s (“DOL”) audit quality study will be discussed and reviewed. This material will provide auditors and plan administrators with up-to-date information regarding defined contribution plans auditing, reporting and disclosure requirements.

DESIGNED FOR

Auditors and Plan administrators of Defined Contribution Plans.

BENEFITS

  • Prepare for the current year’s audit
  • Gain a general understanding of the current and prospective reporting and disclosure requirements for employee benefit plans
  • Identify common errors and mistakes made by auditors and plan administrators

HIGHLIGHTS

  • Common risks and pitfalls associated with defined contribution plans
  • Nuances of the fair value disclosures
  • New reporting and disclosure requirements for the current year
  • Results of DOL Audit Quality Study

COURSE LEVEL

Intermediate

PREREQUISITES

Basic understanding of defined contribution and defined benefit plans.

ADVANCE PREPARATION

None

PRICING

$89.00 - Member

$109.00 - Nonmember

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

COURSE DEVELOPER

Surgent