Surgent’s Annual Update for Defined Contribution Plans
Description
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.
Objective
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
Advanced Preparation
None
Required Knowledge
Basic understanding of defined contribution and defined benefit plans
Who Should Attend
Auditors and plan administrators of defined contribution plans
Credit Types
- CPE – Accounting, CPE – Auditing
Registration Fees
| Registration | Type | Price |
|---|---|---|
| WRS46226: Registration – Member | Mem | $105 |
| WRS46226: Registration – Non-Member | NM | $230 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.