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Technical

About this topic

Based on the AICPA Competency Framework: Employee Benefit Plan Auditing, these learning resources are designed to enhance CPAs’ knowledge and skills necessary to perform high-quality employee benefit plan audit engagements. Use these resources to build competencies around auditing employee benefit plans and set yourself apart in the market so that clients and employers feel confident in your work and ability to conduct these audits.

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Audits of 401(k) Plans

Work through how to audit a 401(k) plan and prepare financial statements that satisfy Employee Retirement Income Sercurity Act (ERISA) and SEC requirements.

Course – Online,   Course – Textbook Financial reporting Foundational

Auditing Employee Stock Ownership Plans

Covers content such as identifying unique attributes of ESOPs, determining efficient and effective audit strategies for unique areas, determining appropriate audit...

Course – Online ESOPs Foundational

Auditing Multiemployer Plans

Equips auditors with knowledge specific to multiemployer benefit plans in order to be successful in the complex and challenging world of multiemployer plan audits. The...

Course – Textbook Multiemployer plans Foundational

Advanced Defined Contribution Plans Audit Certificate Exam Review

This webcast will cover each phase of a defined contribution plan audit engagement, from planning to reporting, to ensure you are familiar with the most current guidance.

Webcast Defined contribution plans Advanced

Audits of 401(k) Plans

This webcast will walk you through how to audit a 401(k) plan and prepare financial statements that satisfy ERISA and SEC requirements as well as provide information...

Webcast Defined contribution plans Intermediate

Documenting Your EBP Audit: What You Need to Know

Understand specialized audit procedures and the documentation necessary to perform an employee benefit plans audit in accordance with the applicable standards.

Webcast Defined contribution plans Foundational

Employee Benefit Plan Audits: Common Misconceptions and How to Address Them

Covers the 2017 peer review findings and the actions your firm can take to strengthen EBP audit quality.

Course – Online Defined contribution plans Foundational

Employee Benefit Plans Industry Developments - Audit Risk Alert

Developed by a task force consisting of current and former employee benefit plan expert panel members, this alert offers a range of topics such as master trust...

Publication Audit risk assessment Foundational

Mandatory EBPAQC Designated Partners 2018 Audit Planning Webinar - Rebroadcast June

This is a rebroadcast of the very popular live webinar event held on January 27, 2017, is designed exclusively for Center member Designated Partners (or designee) with...

Webcast Defined contribution plans Intermediate

Mandatory EBPAQC Designated Partners 2018 Audit Planning Webinar - Rebroadcast August

The webinar provides valuable information to help prepare your firm for the 2017 employee benefit plan audit season.

Webcast Defined contribution plans Intermediate

EBP Auditing In An Electronic Environment

Webcast Sampling Intermediate

401(k) Basics Part 4 - Investments and Current Topics

This webcast provides an understanding of 401(k) plans and how they work, and practical information about plan investments and current topics in EBP auditing.

Webcast Plan investments & fair value Foundational