ERISA Plans: Planning and Reporting

Overview

Planning makes perfect

Learn to navigate the new auditing standards and revised auditor and client responsibilities in this all-new webcast. Join us to brush up on your 401(k) audit and reporting best practices to remain ERISA compliant.

After diving deeper in this webcast, you will be better equipped to:

Understand client needs Determine materiality Perform risk assessment procedures Identify key differences between standard and modified audit reports

Prerequisites

None

Objectives

• Identify important pre-engagement and planning considerations, including risk assessment.
• Distinguish between standard and modified reports.
• Recognize changes required due to new SAS implementation.
• Identify audit procedures commonly required in a 401(k) audit.

Highlights

Pre-engagement, planning, and risk assessment procedures Standard and modified auditor reports Effects of new SAS implementation on planning and reporting