Documenting Your EBP Audit: What You Need to Know (X3-2026-EBPD-20260806)

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Thursday, August 6, 2026 Live Webcast

9:00 AM - 5:00 PM EDT

Vendor Platform

8 CPE Credits in AA

You'll learn best practices for documenting the work and thought processes behind your employee benefit plan audit.

DESIGNED FOR

Auditors of employee benefit plans

BENEFITS

Recognize areas in employee benefit plan audits that commonly lead to documentation deficiencies.
Recall the AICPA professional standards that address audit documentation.
Recall the practical aspects of unique EBP audit planning procedures.
Recognize effective documentation of risk assessment.
Recognize effective documentation of system narratives and walk-throughs.
Recall documentation concepts for investments and participant notes receivable.
Identify best practices for documenting audit procedures surrounding contributions and benefit payments.
Recall documentation for other audit areas not related to specific accounts.

HIGHLIGHTS

Professional standards

Audit planning

Risk assessment and control testing

Documentation best practices for investments and plan expenses

Key audit areas in the financial statements, such as contributions and contributions receivable, benefit payments, and participant notes receivable

Participant data and participant accounts

Initial audits, plan mergers, and other issues

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

Alice Evans

PRICING

$319.00 - Member

$339.00 - Nonmember

Note: Online pre-registration will close on August 6 at 8:30 AM.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

ALSO AVAILABLE

COURSE DEVELOPER

AICPA/NJCPA

AREAS OF INTEREST

ACCOUNTING, AUDITING & ATTEST: Auditing

Documenting Your EBP Audit: What You Need to Know (X3-2026-EBPD-20260806)

OVERVIEW

DESIGNED FOR

BENEFITS

HIGHLIGHTS

COURSE LEVEL

PREREQUISITES

ADVANCE PREPARATION

SESSIONS

INSTRUCTOR

Alice Evans

PRICING

ADDITIONAL OPTIONS

Request a Reminder

ALSO AVAILABLE

COURSE DEVELOPER

AREAS OF INTEREST

Data Alerts

Documenting Your EBP Audit: What You Need to Know (X3-2026-EBPD-20260806)

OVERVIEW

DESIGNED FOR

BENEFITS

HIGHLIGHTS

COURSE LEVEL

PREREQUISITES

ADVANCE PREPARATION

SESSIONS

INSTRUCTOR

Alice Evans

PRICING

ADDITIONAL OPTIONS

Request a Reminder

ALSO AVAILABLE

COURSE DEVELOPER

AREAS OF INTEREST

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