Current Practice Issues and Solutions In Audits
of Employee Benefit Plans

(Formerly titled “Advanced Practice Issues and Solutions In Audits of Employee Benefit Plans”)

*Includes Practice Aids - Updated for New Developments*

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Employee benefit plan audits continue to present a myriad of practice issues and risks that practitioners must address.

This advanced course will give you the skills to:

• Identify and deal with complex accounting, audit and financial reporting issues.

• Stay on top of regulatory initiatives.

• Effectively document required audit procedures.

Designed For
Practitioners in public accounting firms that audit employee benefit plans.

Objective
Participants will be able to:

• Implement changes in employee benefit plan audits.

• Prepare appropriate documentation.

• Avoid mistakes in audit testing and financial reporting.

Current legislative and compliance initiatives and issues...   Current DOL and EBSA issues, programs and requirements...  Form 5500 issues and changes...  Current audit risk areas in each type of plan audit...  Revised planning and testing in light of the risk assessment standards...  Common practitioner mistakes and errors...  Peer review issues and requirements...   Financial statement disclosure problems...  Unique accounting requirements for defined benefit plans and health and welfare plans.

Presentation Method: Lecture, case examples, and discussion questions.

Level of Knowledge:  Intermediate to Advanced

Prerequisites: Experience in conducting audits of employee benefit plans.

Recommended CPE Credit:  Accounting – 4 hrs and Auditing – 4 hrs

Field of Study: Accounting and Auditing

Advance Preparation: None

Availability Date:  05/15/2008

Author(s): Greg Clark, CPA, CISA, CFE