CPE Course Surgent's Annual Update for Defined Contribution Plans

December 6, 2021

1:00 PM — 3:00 PM

Location Webinar

Member Price $89.00
Non-member Price $119.00

Curriculum Accounting & Audit

Field of Interest

Level Intermediate

Designed For

Auditors and Plan administrators of Defined Contribution Plans

2.00 credits

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Objective

  • Prepare for the current year’s audit
  • Gain a general understanding of the current and prospective reporting and disclosure requirements for employee benefit plans
  • Identify common errors and mistakes made by auditors and plan administrators

Highlights

  • Common risks and pitfalls associated with defined contribution plans
  • Nuances of the fair value disclosures
  • New reporting and disclosure requirements for the current year
  • Results of DOL Audit Quality Study

Instructors

Prerequisites

Basic understanding of defined contribution and defined benefit plans

Developer

Surgent McCoy CPE, LLC

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