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Employee benefit plan auditing

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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Advanced Defined Contribution Plans Audit Certificate Exam Review

This webcast will cover each phase of a defined contribution plan audit engagement, from planning to reporting, to ensure you are familiar with the most current guidance.

Webcast Defined contribution plans Advanced

Coaching and mentoring

Understand the similarities and differences between coaching and mentoring to improve your skill set and performance.

Webcast Coaching & mentoring Foundational

Leading vs managing (formerly Manager vs. Leader: When to be Which and Why)

Analyzing what leaders do, why they do it and when they do it is vital to understanding how to manage. In this webcast, we will look at how to create a balance between...

Webcast Coaching & mentoring Foundational

Emotional intelligence (formerly Conflict and difficult people)

Learn about emotional intelligence and how it can greatly increase your chances of personal and professional success.

Webcast Communication Foundational

401(k) Basics Part 4 - Investments and Current Topics

Gain practical information about plan investments and current topics in EBP auditing.

Webcast Plan investments & fair value Foundational

401(k) Basics Part 4 - Investments and Current Topics

Gain practical information about plan investments and current topics in EBP auditing.

Webcast Plan investments & fair value Foundational

401(k) Plan Auditing Basics Series

Gain an overview of all parts of a 401(k) plan audit. We will cover plan structure, standard plan documents, service providers and more.

Webcast Defined contribution plans Foundational

401(k) Plan Auditing Basics Series

Gain an overview of all parts of a 401(k) plan audit. We will cover plan structure, standard plan documents, service providers and more.

Webcast Defined contribution plans Foundational

401(k) Basics Part 2 - Participant Data and Contribution Testing

Gain an understanding of 401(k) plans and how they work. We’ll discuss practical information about participant data and contribution testing.

Webcast Defined contribution plans Foundational

401(k) Basics Part 3 - Distribution Testing, Audit Wrap-Up, and Notes to Financial Statements

Learn about the unique issues encountered in performing distribution testing and wrapping-up the audit.

Webcast Defined contribution plans Foundational

Documenting Your EBP Audit: What You Need to Know

Tackle the areas of Employee Benefit Plans (EBP) audits where detailed documentation is critical to supporting the audit conclusions.

Webcast Defined contribution plans Foundational

401(k) Basics Part 3 - Distribution Testing, Audit Wrap-Up, and Notes to Financial Statements

Learn about the unique issues encountered in performing distribution testing and wrapping-up the audit.

Webcast Defined contribution plans Foundational