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Annual Update for Defined Contribution Plans (UDCP)

  • Format Live Seminar
  • Credits 2
  • Level Intermediate
  • Field of Study Accounting (1), Auditing (1)

To register for a live seminar, visit the sponsoring state society’s website.

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Overview

This course will provide a general understanding of the new 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, as well as the requirements of both groups. This course will provide auditors and plan administrators with up-to-date information regarding defined contribution plans auditing, reporting and disclosure requirements.

Major Topics

  • Common risks and pitfalls associated with defined contribution plans
  • Nuances of the fair value disclosures
  • Reporting and disclosure requirements for the current year

Learning 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

Who should take this course:


Auditors and Plan administrators of Defined Contribution Plans

Basic understanding of defined contribution and defined benefit plans

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