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ADDRESS: 901 Dulaney Valley Road, Suite 800
Towson, MD 21204
PHONE: 888-481-3500
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Advanced Auditing for Defined Contribution Retirement PlansCOURSE ID: ADCP
DESCRIPTION

The main goal of this course is for experienced participants to learn and grow their skills through a series of hands-on case studies and advanced learning exercises. Participants will take part in a mock audit, which will cover all phases of a defined contribution retirement plan audit engagement, from planning to reporting.

DESIGNED FOR: Auditors responsible for the auditing defined contribution retirement plansFIELD OF STUDY: AuditingLEVEL: AdvancedPREREQUISITES: Prior experience auditing defined contribution retirement plansCOURSE PRODUCER: AICPACREDITS: 16.0OBJECTIVES:
  • Assess the key concepts and skills for a solid audit foundation specifically related to defined contribution retirement plans and recall those concepts in audit engagements.
  • Evaluate defined contribution retirement plan specific core audit concepts and apply those concepts to audit engagements.
  • Interpret advanced defined contribution retirement plan specific audit concepts through a mock, plan-specific audit.
HIGHLIGHTS:

• Introduction and background • Planning and general procedures • Internal control • Sampling • Net assets available for benefits • Investments • Changes in net assets available for benefit • Plan tax status • ESOPs • Plan mergers, transfers, spin-offs • Terminations • Changes in service provider • Financial statement presentation and disclosures • Audit reports

INSTRUCTOR
-TBD-
Download the 2016 Business Learning Institute Course Catalog DOWNLOAD PDF
Business Learning Institute - Course Catalog
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