2024 Common Deficiencies in Employee Benefit Plans WEBCAST
Overview
During this presentation, the most common mistakes made by employee benefit plan auditors, as well as plan sponsors will be identified. Best practices for handling specific issues that arise during the course of the engagement will also be explored. This discussion will help auditors recognize potential pitfalls in audit procedures and documentation and assist plan sponsors with compliance issues.
Highlights
Common deficiencies. DOL. EBPs.
Prerequisites
Prior experience with EBP audits.
Designed For
Accounting professionals.
Objectives
Identify and address common peer review issues. Recognize and avoid mistakes made by plan sponsors. Apply best practices to prevent audit mistakes.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Melissa Critcher, Surgent McCoy CPE, LLC
Melissa G. Critcher has her own firm located in the Charlotte, North Carolina area that focuses on employee benefit plan audits and consulting. She has extensive experience in auditing and accounting, with a specialization in employee benefit plans. She is an author and instructs continuing education courses for various organizations, including the North Carolina Association of CPAs where she has been recognized as an Outstanding Discussion Leader. Critcher began with a small, local CPA firm in North Carolina and since has worked for various sized accounting firms across North Carolina during the course of her career. She has been providing auditors with the fundamentals and techniques necessary in order to properly audit defined contribution and defined benefit plans for more than 19 years. Her auditing background includes performing engagements for various size benefit plans, both limited and full scope audits, as well as evaluating Service Organization Control reports. Critcher graduated from Appalachian State University with a Bachelor of Science degree in Business Administration specializing in Accounting. She is a member of the North Carolina Association of Certified Public Accountants (NCACPA) and other professional organizations.
Non-Member Price $109.00
Member Price $79.00