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Wednesday, June 27, 2018 Live

Auditing Employee Benefits Plans (E1806311)

8:30 AM - 4:30 PM EDT

Registration: 8:00 AM EDT

APA Hotel Woodbridge

120 Wood Avenue South
Iselin , NJ 08830

8 CPE Credits in AA

OVERVIEW

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.

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
  • Comparel the structure of the more popular employee benefit plans
  • Identify accounting requirements unique to employee benefit plans

HIGHLIGHTS

  • 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)

COURSE LEVEL

Intermediate

PREREQUISITES

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

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • *AICPA members deduct an additional $30 from applicable price.

Course materials are distributed electronically and we’ve passed the savings along to you - registrants save $20 on all 8-hour seminar pricing. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.

INSTRUCTOR

Christopher Rouse

Christopher Rouse, CPA

AICPA/Professional Development Institute

Christopher Rouse, CPA Windham Brannon, P.C. / Atlanta, GA Chris Rouse is the Firm Audit and Accounting Quality Control Partner at Windham Brannon, P.C., an Atlanta Georgia CPA firm. He is a graduate of Florida State University, and has spent his career with Big-8 and large local firms. He has served primarily audit clients in his career, including clients in the real estate sector and the financial services industry, manufacturing, distribution and service entities, not-for-profit entities and employee benefit plans. His service as Firm-wide A&A Partner includes helping his partners deal with new and difficult audit and accounting issues. He has served as team captain on many peer reviews of CPA firms, from top-100 firms to sole practitioners. He also provides litigation support, primarily in accountants’ malpractice cases. Chris has served on several AICPA committees and task forces, including the Technical Issues Committee (Auditing), the Peer Review Committee and the Technical Standards Committee (Ethics). Chris served for three years on the US Department of Labor ERISA Advisory Council, and chaired Working Groups of the Council. He currently serves as a Technical Reviewer for the GSCPA Peer Review Committee, and has chaired the Georgia Society of CPAs Assurance Services Section, the Audit Committee, the Peer Review Committee, and the Financial Institutions Committee, and served on several others. He has received several GSCPA recognitions, including the Distinguished Member Award, Distinguished Section Chair, Exceptional Leadership and Outstanding Volunteer awards. Chris is a National Instructor of AICPA audit and accounting training courses, and is a GSCPA Outstanding Discussion Leader. He is a frequent speaker on audit and accounting matters at state and national seminars, 9-2011 LH

PRICING

$279.00 - Member

$379.00 - Nonmember

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

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

American Institute of CPAs