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Tuesday, December 10, 2024 Live Webcast

Auditing 401(k) Plans: Critical Issues and Annual Update (X1-AFP4-2024-01-WEBNR-345-01)

9:00 AM - 12:30 PM EST
webcast

Vendor Platform

4 CPE Credits in AA

OVERVIEW

Due to increasing scrutiny in the employee benefit plan area, it is imperative for auditors of 401(k) plans to remain up to date on the rules and regulations that may impact the audit engagement. Auditors will enhance their knowledge by understanding the changes affecting audit procedures and reporting, identifying best practices, and performing efficient audit engagements.

DESIGNED FOR

Experienced practitioners responsible for planning and performing employee benefit plan audit engagements

BENEFITS

  • Annual update of the changes affecting 401(k) plans
  • Discussion of audit strategy while improving overall efficiency
  • Description of common mistakes as noted in peer reviews and DOL inspections

HIGHLIGHTS

  • Understand the current changes to the rules and regulations associated with 401(k) plans
  • Identify best practices associated with engagement performance
  • Understand the risks associated with a benefit plan audit engagement
  • Avoid common mistakes noted during peer reviews

COURSE LEVEL

Basic

PREREQUISITES

Basic understanding of auditing defined contribution plans

INSTRUCTOR

Melissa Critcher

Melissa G. Critcher, CPA, PC

AICPA/Professional Development Institute

Melissa G. Critcher attended Appalachian State University where she received a BS in Accounting. Throughout the course of her career, she has had the opportunity to work with small and large, local and regional firms across North Carolina. Currently, Melissa has her own practice located in Charlotte, NC. She has extensive experience in auditing and accounting, which includes manufacturing, professional service, healthcare, and retail industries with a specialization in employee benefit plans. Currently, her practice concentrates on auditing employee benefit plans and consulting with CPA firms and plan sponsors. Melissa’s experience has led to various opportunities, which include teaching numerous continuing professional education courses for the AICPA, NCACPA, Surgent McCoy, and CPA firms, as well as, public and privately held entities. She has been repeatedly recognized as an outstanding discussion leader by the AICPA and NCACPA. Melissa has also authored several different courses for the AICPA, Surgent McCoy and others on topics ranging from employee benefit plans, internal controls, and compilation and review engagements. Throughout, the course of her career, she has served in various roles with both the NCACPA and AICPA. These positions include serving as a member of the NCACPA Board of Directors, committee member for the NCACPA Accounting and Attestation Committee, as well as, local chapter positions for the NCACPA. For the past six years, Melissa has also served as a volunteer on the AICPA Technical Standards Committee for Employee Benefit Plans which is responsible for evaluating referrals from the Department of Labor for deficient audits and makes recommendation for disciplinary actions.

PRICING

$149.00 - Member

$169.00 - Nonmember

Register Today


Note: Online pre-registration will close on December 10 at 8:30 AM.

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ALSO AVAILABLE

COURSE DEVELOPER

Surgent