Instructor
Marilee Lau
Instructor
Access an instructor-led tour around distribution testing, audit wrap-ups, and notes to financial statements when performing 401(k) plan audits.
*Identify the various types of plan distributions and benefit payments *Recall unique plan financial statement disclosures *Distinguish issues to consider when wrapping up 401(k) auditing
• types of plan distributions
• Forms of benefit payments
• unique plan financial statement disclosures
• Audit wrap-@up
• error avoidance
None
* CPAs *CGMAs based in the U.S. *Accounting and finance professionals *Auditors who are new to 401(k) plan auditing