DESCRIPTION

This module will lead participants through the process of auditing loans on employee benefit plan audits, including the consideration of relevant risks and potential procedures. Participants will practice locating key provisions within the plan documents and performing loan testing procedures in a case study design to replicate the on-the-job responsibilities of staff working on EBP engagements.

LEARNING OBJECTIVES

  • Identify risks of material misstatement for employee benefit plan loans
  • Understand how to locate key information related to this area within the plan document
  • Discuss common testing approaches and documentation for loan testing on an employee benefit plan audit
  • Complete loan testing procedures on an EBP audit

Prerequisites

None

Advanced Preparation

None

INQUIRE ABOUT THIS COURSE

Inquire Now