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Advanced Auditing for Defined Contribution Retirement Plans

Date: Nov 13 - Nov 14, 2017
Location: AICPA Office
Durham, NC
Recommended CPE Credit: 16
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Through a series of hands-on case studies, advanced learning exercises and an interchange of ideas with your peers, enhance your expertise with regard to defined contribution plan audits. In this exclusive program, you will take part in a mock audit, which will follow a single "client" through each phase of a defined contribution plan audit engagement, from planning to reporting.

During this program, you will assess the key concepts and skills to build upon a solid audit foundation specifically related to defined contribution retirement plans and recall those concepts in audit engagements. Over the course of two days, interpret advanced defined contribution retirement plan specific audit concepts through a mock, plan-specific audit. Additionally, you’ll have the opportunity to evaluate defined contribution retirement plan-specific core audit concepts and apply those concepts to audit engagements.

Key Topics

  • Planning and general procedures
  • Internal control
  • Sampling
  • Net assets available for benefits
  • Investments
  • Changes in net assets available for benefit
  • Plan tax status
  • ESOPs
  • Plan mergers, transfers, spin-offs
  • Terminations
  • Changes in service provider
  • Financial statement presentation and disclosures
  • Audit reports

WHO SHOULD ATTEND

Auditors responsible for auditing defined contribution retirement plans.

Bundle & Save

This course is also available as a bundle option including the Advanced Defined Contribution Plans Audit Certificate Exam. Select the “with exam” option at the bottom of the page and save!

Employee Benefit Plan Audit Quality Center (EBPAQC) Members Save an Additional $100!

If you are a EBPAQC member, you can save $100 off the registration price. To learn more and obtain the member discount code, visit the EBPAQC Website.

Early Bird
(Register by 09/13/17)
Product Code: ADC17N
Advanced Auditing for Defined Contribution Retirement Plans (w/o exam)
Regular: $1400.00
AICPA Member: $1100.00
Your Price: $1400.00
Early Bird
(Register by 09/13/17)
Product Code: ADC17NEXAM
Advanced Auditing for Defined Contribution Retirement Plans (with exam)
Regular: $1570.00
AICPA Member: $1270.00
Your Price: $1570.00
To receive your AICPA member discount, Sign In now, or Register using your AICPA membership number.