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401(k) Audit Basics, Part 4 - Notes to Financial Statements and Current Topics

Overview

This is the final webcast in the series for staff or in-charge auditors who are new to ERISA audits.

The series aims to provide an understanding of 401(k) plans and their operations.

Employee benefit plan audits differ significantly from corporate audits and require knowledge of the unique audit areas specific to these plans.

Part 4 of the 401(k) audit basics series focuses on the notes to the financial statements and current topics, including:

  • Unique financial statement disclosures for plans
  • Current and trending issues for the 2025 audit season

    Prerequisites

    None

    Objectives

    • Recall unique plan financial statement disclosures.
    • Recognize current and hot issues for the 2025 audit season.

    Highlights

  • Unique plan financial statement disclosures
  • Current and hot issues for the 2025 audit season

    Register Now

    Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

  • Event Code:

    4760091

    2 CPE Credits
    Accounting: 1 Credits Auditing: 1 Credits

    Registration

    Member Price:
    $125
    Non-member Price:
    $149

    Registration is open through 05/22.

    Thursday, May 22nd

    1:00pm to 3:00pm

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    Instructor

    Michelle Buckley