May 4, 2023

Webinar

2 CPE

Webinar (AICPA): EBPAQC 401(k) Basics: Part 2 – Participant Data and Contribution Testing

May 4, 2023
Webinar
2 CPE

Webinar (AICPA): EBPAQC 401(k) Basics: Part 2 – Participant Data and Contribution Testing

  • Instructor

    Marilee
    Lau

Learn more about 401(k) contribution types, parties in interest, prohibited transactions and common errors in the second of this four-part webcast series.

Learning Objectives

*Identify what participant data needs to be tested and why *Recall the various ways a participant can enroll in a 401(k) plan *Distinguish the various types of contributions received by a 401(k) plan *Identify a range of parties in interest and prohibited transactions

Major Topics

‘- Auditing
– Participant data
– 401(k) plan enrollment
– 401(k) contribution types
– Parties in interest
– Prohibited transactions
– Common errors and issues

CPE Credits Available

2 CPE
2
Auditing

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

This webinar is produced by AICPA. 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

*CPAs *CGMAs based in the U.S. *Accounting and finance professionals *Auditors who are new to 401(k) plan auditing

Provider

AICPA - Durham

This event has ended.