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Technical

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 Health and Welfare Plans Audit Certificate Exam

This exam tests your ability to plan, perform and evaluate health and welfare plans, in accordance with AICPA standards and DOL rules and regulations.

Course – Online Health & welfare plans Advanced

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

Audits of 401(k) Plans

Work through how to audit a 401(k) plan and prepare financial statements that satisfy Employee Retirement Income Sercurity Act (ERISA) and SEC requirements.

Course – Textbook,   Course – Online Financial reporting Foundational

Audits of Employee Stock Ownership Plans

Covers content such as identifying unique attributes of ESOPs, determining efficient and effective audit strategies for unique areas, determining appropriate audit...

Course – Online,   Course – Textbook ESOPs Foundational

Audits of Multiemployer Plans

Equips auditors with knowledge specific to multiemployer benefit plans to be successful in the complex and challenging world of multiemployer plan audits.

Course – Textbook,   Conference – Virtual Multiemployer plans 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

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

Advanced Auditing of Employee Benefit Plans: Identification and Collection of Information

Enhance your existing knowledge in collecting and evaluating data for defined contribution, defined benefit, and health and welfare plan audits. In this CPE course,...

Course – Online Defined contribution plans Advanced

Advanced Auditing of Employee Benefit Plans: Analysis, Evaluation, and Testing

Enhance your existing knowledge in evaluating audit outcomes and strategy for defined contribution, defined benefit, and health and welfare plan audits. In this CPE...

Course – Online Defined contribution plans Advanced

Advanced Auditing of Employee Benefit Plans: Internal Control Evaluation and Sampling

Enhance your existing knowledge in assessing internal controls and sampling for defined contribution, defined benefit, and health and welfare plan audits. In this CPE...

Course – Online Internal controls/service organizations Advanced

Advanced Auditing of Employee Benefit Plans: Engagement Planning: Engagement Risk

Enhance your existing knowledge in engagement risk for defined contribution, defined benefit, and health and welfare plans. In this CPE course, explore risks in an...

Course – Online Audit risk assessment Advanced