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Other Considerations in ERISA Plan Audits WEBCAST

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1.0 Credits

Member Price $71.00

Non-Member Price $82.00

Overview

Elevate your ERISA expertise. Prepare yourself for audits involving unique or less common employee benefit plans (EBPs) with information provided in this all-new webcast. Join us to gain valuable knowledge about planning, performing, and documenting these types of audits, and identify requirements when using the work of a specialist.

Highlights

Accounting for and reporting on defined benefit pension and health and welfare plans. Unique audit considerations for ESOPs. Using the work of a specialist.

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

Distinguish the unique accounting for and reporting on defined benefit pension and health and welfare plans from defined contribution plans. Identify the audit considerations for employee stock ownership plans (ESOP). Recognize how to use the work of a specialist.

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.

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Non-Member Price $82.00

Member Price $71.00