April 21, 2025


Webinar


4 CPE

Webinar (CA): Audits of 401k Plans 2024

April 21, 2025
Webinar
4 CPE

Webinar (CA): Audits of 401k Plans 2024

  • Instructor

    Robert
    Bedwell

Learning Objectives

• Understand the key changes in 401k plans that resulted from recently issued auditing standards
• Identify common compliance issues encountered in 401k plan audits
• Plan and perform effective audit procedures for 401k plan audits

Major Topics

• SAS 136 audit requirements for ERISA Section 103(a)(3)(C) audits
• Update of the changes affecting 401k plans
• Compliance issues commonly encountered in 401k plan audits
• Best practices for engagement planning, internal controls, risk assessment, and detailed testing
• Common audit reporting and disclosure issues

CPE Credits Available

4 CPE
2
Auditing
2
Taxes

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Accounting & Auditing
  • Enrolled Agent - IRS Credit Eligible

Prerequisites

Basic understanding of auditing 401k plans

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Experienced audit professionals who plan and perform 401k plan audit engagements.

Provider

California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 159 159
    Join
  • COCPA Non-Member

    $ 209 209
    Your Price

Please login to register.