ERISA Plans: Planning and Reporting

Planning makes perfect

Learn to navigate the new auditing standards and revised auditor and client responsibilities in this all-new webcast. Join us to brush up on your 401(k) audit and reporting best practices to remain ERISA compliant.

After diving deeper in this webcast, you will be better equipped to:

Understand client needs

Determine materiality

Perform risk assessment procedures

Identify key differences between standard and modified audit reports

Presented by:
• Randy M. Dummer

Auditors of employee benefit plans

Practitioners adding employee benefit plan audits to their service offerings

Accountants in business and industry responsible for company benefits

• Identify important pre-engagement and planning considerations, including risk assessment.
• Distinguish between standard and modified reports.
• Recognize changes required due to new SAS implementation.
• Identify audit procedures commonly required in a 401(k) audit.

Pre-engagement, planning, and risk assessment procedures

Standard and modified auditor reports

Effects of new SAS implementation on planning and reporting