Courses

Surgent's Annual Update for Defined Contribution Plans

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Member Price: $129.00 Non-Member Price: $129.00

Date/Time:: Nov 30, 2026, 1:00pm–3:00pm
Developer:: SURGENT MCCOY SELF-STUDY CPE, LLC
CPE Credits:: Accounting: 1.00, Auditing: 1.00
Fields of Study:: Accounting, Auditing
Level:: Intermediate

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.

Objective

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

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

Designed For

Auditors and plan administrators of defined contribution plans

Prerequisite

Basic understanding of defined contribution and defined benefit plans

Advanced Preparation

None