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Thursday, May 1, 2025 Live Webcast

401(k) Audit Basics, Part 2 - Participant Data and Contributions Testing (X3-4760087)

1:00 PM - 3:00 PM EDT
webcast

Vendor Platform

2 CPE Credits in AA

OVERVIEW

Perfect for staff or in-charge auditors new to ERISA audits, this webcast provides an understanding of 401(k) plans and how they work and addresses participant data and contributions testing.

DESIGNED FOR

Auditors new to employee benefit plan auditing

BENEFITS

  • Participant data testing
  • 401(k) plan contribution types
  • Parties in interest and prohibited transactions
  • HIGHLIGHTS

    • Identify what participant data needs to be tested and why.
    • Recall the different ways a participant can enroll in a plan.
    • Distinguish the various types of contributions received by a 401(k) plan.
    • Recognize parties in interest and prohibited transactions.
    • Distinguish unique issues that should be considered when planning 401(k) plan audits.

    COURSE LEVEL

    Basic

    PREREQUISITES

    None

    INSTRUCTOR

    Marilee Lau

    Marilee Lau

    PRICING

    $125.00 - Member

    $149.00 - Nonmember

    Register Today


    Note: Online pre-registration will close on May 1 at 12:30 PM.

    ADDITIONAL OPTIONS

    Remind me to register

    Print a registration form

    COURSE DEVELOPER

    AICPA/NJCPA