June 20, 2018


In-Person

Spectrum Beach Club
925 Beach Club Trl, Gulf Shores, Baldwin County, Alabama 36542-8142


4 Total CPE Credits

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Auditing 401(k) Plans: Critical Issues and Annual Update

  • Instructor

    Gregory Clark

Learning Objectives

  • Understand the current changes to the rules and regulations associated with 401(k) Plans
  • Identify best practices associated with engagement performance
  • Understand the risks associated with a benefit plan audit engagement
  • Avoid common mistakes noted during peer reviews

Major Topics

  • Annual update of the changes affecting 401(k) plans
  • Discuss audit strategy while improving overall efficiency
  • Description of common mistakes as noted in peer reviews and DOL inspections

CPE Credits Available

4
Total CPE
4
Accounting & Auditing

Spectrum Beach Club

925 Beach Club Trl, Gulf Shores, Baldwin County, Alabama 36542-8142

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Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • A & A

Prerequisites

Basic understanding of auditing defined contribution plans

Advanced Preparation

None

Intended Audience

Experienced practitioners responsible for planning and performing employee benefit plan audit engagements

Provider

Surgent McCoy CPE

This event has ended.