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If your organization offers an employee retirement plan, chances are that it may be subject to annual reporting requirements that includes an audit of the plan’s financial statements. That audit will also be subject to a number of changes in the years ahead for compliance with the newly released Statement on Auditing Standards (SAS), Forming an Opinion and Reporting on Financial Statements of Employee Benefit Plans Subject to ERISA.

Join Gelman, Rosenberg & Freedman for an overview of recent and proposed changes that will affect Employee Benefit Plan audits, as well as best practices for avoiding common issues and errors with audits.

Topics

  • When is a retirement plan subject audit
  • Details of the new standard released in December 2018, “Forming an Opinion and Reporting on Financial Statements of Employee Benefit Plans Subject to ERISA”
  • Preparation and transition to comply with the new standard
  • Common issues and errors with audits

Speakers

Jackie Cardello, CPA | Nonprofit Audit Partner, Director of Employee Benefit Plan Audit and Firm Managing Partner

Jennifer Arminger, CPA | Nonprofit Audit Partner

Additional Program Details

  • Learning Objective: To provide attendees with a better understanding of upcoming changes to employee benefit plan audits.
  • Instructional Delivery Methods: Group Internet-based
  • Recommended CPE: 1.0 CPE
  • Recommended Fields of Study: Audit
  • Prerequisites: None Required
  • Advance Preparation: None
  • Program Level: Basic
  • Course Registration Requirements: None
  • Refund Policy: No fee is required to participate in this session.
  • Cancellation Policy: In the event that the presentation is cancelled or rescheduled, participants will be contacted immediately with details.
  • Complaint Resolution Policy: Gelman, Rosenberg & Freedman is committed to our seminar participants’ 100% satisfaction and will make every reasonable effort to resolve complaints as quickly as possible. Please contact kdavis@grfcpa.com with any concerns.

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