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Date / Time / Location

Tuesday, June 27, 2017
8:30 AM - 4:30 PM
Registration: 8:00 AM

NJCPA Education Center425 Eagle Rock Avenue,
Roseland, NJ 07068

CPE Credits

  • 8.00 CPE Credits in AA


  • $299.00 - Member
  • $399.00 - Non Member

AICPA members receive a discount of $30 for this event.

Course Developer

Master the fundamentals of auditing employee benefit plans in accordance with AICPA and EBSA standards and avoid the problems that are often encountered. This seminar is designed to give you an understanding of requirements and audit procedures related to defined contribution, defined benefit, and health and welfare plans to help you more effectively plan and carry out your audit.

Designed For

Auditors providing employee benefit audit and accounting services, benefit plan administrators and employees of companies with responsibility for accounting and reporting for plan benefits.


  • Audit employee benefit plans in accordance with AICPA standards and ERISA rules and regulations
  • Identify specialized audit tests
  • Indicate the scope of an audit
  • Recall the structure of the more popular employee benefit plans
  • Identify accounting requirements unique to employee benefit plans


  • Common plan types
  • GAAP vs. ERISA reporting requirements
  • Recent developments
  • Filing and audit requirements
  • Planning the audit and assessment of risks
  • Prohibited transactions
  • Overview of tax compliance
  • Internal control and understanding employee benefit plans
  • Understanding and auditing 401(k), defined contribution, defined benefit, health and welfare, and employee stock ownership plans (ESOPs)


Experience with the employee benefit plan audit process and a working knowledge of ERISA.

Advance Preparation


Additional Notes

  • *AICPA members deduct an additional $30 from applicable price.
Pre-Registration Closed

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Joann Noe Cross

Joann Noe Cross, CPA, Ph.D., CMA
AICPA/Professional Development Institute

Joann Noe Cross is a Professor of Accounting at the University of Wisconsin-Oshkosh. Her research interests are in accounting history and the uses of financial information. Joann is a member of numerous professional and academic organizations. She is also active in her community serving as Treasurer of the local United Way and on the Board of several small charities. In addition, Dr. Cross presents numerous accounting and auditing seminars around the country, speaks at various conferences throughout the year, and maintains an active consulting practice. In 2015 and 2016, she received the Surgent Outstanding Discussion Leader Award because of her consistently high evaluations for knowledge and presentation skills. Joann received her B.S. in Mathematics from the University of Wisconsin-Madison and her Ph.D. in Accountancy from the University of Illinois-Urbana.

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Pre-Registration Closed

Online pre-registration for this event is now closed.