ERISA Plans: Planning and Reporting WEBCAST
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.
Highlights
Pre-engagement, planning, and risk assessment procedures. Standard and modified auditor reports. Effects of new SAS implementation on planning and reporting.
Prerequisites
None.
Designed For
Auditors of employee benefit plans. Practitioners adding employee benefit plan audits to their service offerings. Accountants in business and industry responsible for company benefits.
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.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Randy Dummer, AICPA Learning
Randy M. Dummer, CPA Henderson, Hutcherson & McCullough, PLLC/Chattanooga, TN Randy Dummer is a Partner with HHM in the accounting and audit area, joining the firm in 2011. He is the engagement partner on several employee benefit plan audits at HHM, as well as for automobile dealerships, manufacturers, not-for-profit organizations and other commercial businesses. He also performs numerous peer reviews and serves on the East Tennessee Review Acceptable Board and the Tennessee Peer Review Committee. He was previously the firm wide leader for the employee benefit plan audit practice at Baker Tilly Virchow Krause, LLP in Appleton, Wisconsin. The practice consisted of approximately 700 engagements performed by personnel in eight different offices. In this role, Randy developed and taught the firms internal training annually for their benefit plan audit staff, updated tools and templates, and served as the primary technical resource for employee benefit plan audit issues. He has extensive experience with audits of employee benefit plans, as well as not-for-profit organizations, and commercial businesses. He has been teaching seminars for the AICPA since 2003. Randy is a 2012-13 recipient of the AICPA Outstanding Instructor Award.
Non-Member Price $142.00
Member Price $118.00