Surgent's Annual Update for Defined Contribution Plans
2.00 Credits
Member Price $99
Non-Member Price $119
Overview
This course will provide a general understanding of the current and prospective reporting and disclosure requirements for employee benefit plans. Participants will be provided with an insight into the common errors and mistakes made by auditors and plan administrators. Results from the Department of Labor’s (“DOL”) audit quality study will be discussed and reviewed. This material will provide auditors and plan administrators with up-to-date information regarding defined contribution plans auditing, reporting and disclosure requirements.
Highlights
- Common risks and pitfalls associated with defined contribution plans
- Nuances of the fair value disclosures
- New reporting and disclosure requirements for the current year
- Results of DOL Audit Quality Study
Prerequisites
Basic understanding of defined contribution and defined benefit plans
Designed For
Auditors and plan administrators of defined contribution plans
Objectives
- Prepare for the current year’s audit
- Gain a general understanding of the current and prospective reporting and disclosure requirements for employee benefit plans
- Identify common errors and mistakes made by auditors and plan administrators
Preparation
None
Leader(s):
Leader Bios
Melissa Critcher, Surgent McCoy CPE, LLC
Melissa Critcher, CPA
background in accounting includes more than 19 years of experience in public accounting specializing in auditing defined contribution and defined benefit employee benefit plans as well as manufacturing, distribution and professional service organizations. Her public accounting experience includes a position as a senior audit manager with Greer & Walker, LLP in Charlotte, North Carolina, a manager at a regional firm in Raleigh, North Carolina prior to re-locating to Charlotte. Melissa also worked with a local firm in Winston-Salem. During her career, Melissa has been responsible for managing the employee benefit plan niche, marketing and business development and conducting in-house training seminars. Currently, she has her own practice located in the Charlotte, NC area where she concentrates her work on employee benefit plan audits and consulting.
Melissa has been recognized as an outstanding discussion leader for both the AICPA and the NCACPA. In addition to teaching courses for the associations, Melissa has also authored several publications for the AICPA and the NCACPA.
Melissa is a 2012-13 recipient of the AICPA Outstanding Instructor Award.
Non-Member Price $119
Member Price $99