ABOUT THIS COURSE
Intermediate Employee Benefit Plan Audit Training, which can be delivered virtually or in person, covers some of the more technical topics and challenging areas auditors encounter on EBP engagements. Designed for experienced staff, seniors, or managers who work on employee benefit plan audit engagements, this program addresses errors and challenges commonly encountered on benefit plan audits, provides practice opportunities in selected technical areas, and allows participants to practice the supervisory skills needed to lead an engagement effectively. A simulated case study allows participants to apply the concepts learned during the course.
COURSE OUTLINE
COURSE INFORMATION
| Delivery Methods | Fields of Study |
|---|---|
| Group Live
Group Internet |
Auditing (8) |
| CPE Credits | Prerequisites |
| 8 Credits | 2+ Years Experience in EBP Audits |
| Level | Advance Preparation |
| Intermediate | None |
LEARNING OBJECTIVES
- Describe the types of ERISA employee benefit plans and related audit requirements.
- Perform and document testing procedures related to common employee benefit plan audit areas.
- Understand the risks associated with core areas of employee benefit plans and how they can be addressed.
