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Defined contribution 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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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

SOC for Service Organizations School - Metro Denver, CO

This event features instructor guided discussions and application exercises covering complex SOC for Service Organizations-related situations to prepare you for your...

Conference – Live Service organizations Foundational

SOC for Service Organizations School - Durham, NC

This event features instructor guided discussions and application exercises covering complex SOC for Service Organizations-related situations to prepare you for your...

Conference – Live Service organizations Foundational

Audits of 401(k) Plans

This webcast will walk you through how to audit a 401(k) plan and prepare financial statements that satisfy ERISA and SEC requirements as well as provide information...

Webcast Defined contribution plans Intermediate

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

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

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