401(k) Basics Part 3 - Distribution Testing, Audit Wrap-Up, and Notes to Financial Statements 
Who Will Benefit?
- Accounting staff or in-charge auditors
Key Topics
- Types of plan distributions and benefit payments
Learning Objectives
- Recall various types of plan distributions and benefit payments.
- Recognize unique plan financial statement disclosures.
- Recall how to wrap-up the audit.
This webcast is part of the 4-part EBPAQC 401(k) Audit Basics Series. Register for the series here.
This is an excellent webcast for staff or in-charge auditors who are new to ERISA audits as it provides an understanding of 401(k) plans and how they work. We'll review information about unique issues encountered in performing distribution testing and wrapping-up the audit.
- Employee benefit plan auditing: Technical: Defined contribution plans, Foundational
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