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Health & welfare plans

About this topic

Based on the AICPA Competency Framework: Employee Benefit Plan Auditing, these learning resources are designed to enhance CPAs’ knowledge and skills necessary to perform high-quality employee benefit plan audit engagements. Use these resources to build competencies around auditing employee benefit plans and set yourself apart in the market so that clients and employers feel confident in your work and ability to conduct these audits.

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Using the EBPAQC SOC 1 Tool

Join this webcast to discuss how to maximize your firm's use of a SOC 1 report in your EBP audits.

Webcast Internal controls/service organizations Intermediate

AICPA Peer Review Must-Select Industry Update: Employee Benefit Plans

Offering valuable information essential to all peer reviewers of employee benefit plan (EBP) audit engagements, this course discusses key areas of focus in the Peer...

Course – Online Defined contribution plans Foundational

Documenting Your EBP Audit: What You Need to Know

Understand specialized audit procedures and the documentation necessary to perform an employee benefit plans audit in accordance with the applicable standards.

Webcast Defined contribution plans Foundational

Documenting Your EBP Audit: What You Need To Know

Tackle the most common areas in EBP audits where detailed documentation is critical to supporting the audit conclusions.

Course – Online Defined contribution plans Foundational

Auditing Employee Benefit Plans

Written by a member on the expert panel for EBP, this CPE course is designed to give you an understanding of requirements and audit procedures related to defined...

Course – Textbook,   Course – Online Financial reporting Foundational

Audit Workpapers: Documenting Field Work

Master the building blocks of working paper preparation to ensure your audits are properly documented.

Course – Online Audit Foundational

Audit Workpapers: Reviewing Field Work Documentation

Addressing common misconceptions found by peer reviewers, this course explores typical working paper deficiencies and how to minimize potential liability for your...

Course – Online Audit Foundational

Employee Benefit Plan Audits: Common Misconceptions and How to Address Them

Covers the 2017 peer review findings and the actions your firm can take to strengthen EBP audit quality.

Course – Online Defined contribution plans Foundational

Employee Benefit Plans Industry Developments - Audit Risk Alert

Developed by a task force consisting of current and former employee benefit plan expert panel members, this alert offers a range of topics such as master trust...

Publication Audit risk assessment Foundational

Employee Benefit Plans: Audit and Accounting Guide

Considered the industry standard resource, this 2018 edition provides practical guidance, essential information, and hands-on advice on the many aspects of accounting...

Publication Financial reporting Intermediate

Codification of Statements on Auditing Standards

Issued directly from the AICPA, this 2018 edition delivers the current Statements on Auditing Standards (SASs) and related interpretations in a codified format, giving...

Publication Authoritative guidance Foundational

Analytical Procedures - Audit Guide

How-to help for analytical procedures used in audits, with requirements and practices. Also included: Guide to Audit Data Analytics, which offers more insight into how...

Publication Authoritative guidance Intermediate