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Accounting and Auditing Institute for Employee Benefit Plans

Monday, June 26 - Wednesday, June 28, 2017
Hilton San Diego Bayfront, San Diego, CA

Registration coming soon!

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Conference begins in:

​​​​We are proud to partner with the AICPA to bring you their new Intermediate Employee Benefit Plans Audit Certificate program. Do you need to refresh your existing skills to ensure you are completely up to date with AICPA standards and DOL rules and regulations? Or do you want to advance your career with a deeper understanding of auditing employee benefit plans? This course can increase your comfort level with understanding these complex audits. This course will explore the accounting and auditing requirements unique to employee benefit plans and give you a thorough understanding of requirements and audit procedures related to defined contribution, defined benefit and health and welfare plans to help you more effectively plan and carry out your audit.

This learning session is offered with the Intermediate Employee Benefit Plans Audit Certificate. Earn this certificate by successfully passing a competency-based online exam.​

Note: A separate registration fee is required for this preconference session. Use the registration button above to register. 

Learning Objectives

  • ​Audit employee benefit plans in accordance with AICPA standards and DOL rules and regulations
  • Identify audit tests specialized for employee benefit pl​an audits
  • Indicate the scope of an audit
  • Recall the structure of employee benefit plans
  • Identify accounting requirements unique to employee benefit plans.​

Key To​pics

  • Plan types including 401(k), defined contribution, defined benefit, health and welfare, and employee stock ownership plans (ESOPs)
  • GAAP vs. ERISA reporting requirements
  • Recent developments
  • Filing and audit requirements
  • Planning the audit and assessment of risks
  • Prohibited transactions
  • Overview of tax compliance
  • Internal controls unique to employee benefit plans​​​​
Pres​​​​enter

Daryl G. Krause
Manager and CEO
DG Krause LLC


​​More about the Certificate
​​​​

​NASBA FIE​LD OF STUDY:
Auditing (5), Accounting (3)

CPE CREDIT HOURS: 8

KNOWLEDGE LEVEL:
Intermediate

INTENDED AUDIENCE:
Auditors who provide EBP audit and accounting services, benefit plan administrators, and employees of companies with responsibility for accounting and reporting for plan benefits.

​PREREQUISITE:
Experience with the employee benefit plan audit process and a working knowledge of ERISA.

ADVANCED PREPARATION: 
None​