Course Description:
For many HR teams, the yearly task of an employee benefit plan audit can seem like an overwhelming chore that leaves you exhausted before it even begins. Audits like this require an assessment of compliance with plan documents, including detailed testing of participant eligibility and data, contributions, distributions, loans, investments and income, and plan expenses. By reviewing common findings and how to avoid them, you can help lessen the confusion and stress of your plan audit and put you ahead of the game when preparing it. In this webinar, we will discuss how to prepare, what you should expect, and common findings to help create a smooth process for your next benefit plan audit.

Learning Objectives:

• Discuss why plan audits are important and how they help management
• Review the types of audit, what to expect, stressors, and common findings
• Determine when an audit is required and what you can do to be prepared

Presenters:
Maria Schwingler, CPA, Partner, Eide Bailly
Maria joined Eide Bailly in 2005 and provides audit, accounting and business consulting services to a variety of clients. Her specialty is employee benefit plans and nonprofit organizations, and she spends much of her time coordinating and overseeing various audit engagements. Maria works with organizations to understand the impact of accounting changes, including changes and disclosure requirements as they relate to nonprofit and employee benefit plan financial statements and any related regulatory changes, as well as communicating audit results to management, committees and boards.

CPE Information
CPE Credits: 1
Field of Study: Auditing
Level of Knowledge: Any Level
Delivery Method: Group-Internet Based

Additional Information:
These are web-group seminars. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Jason McKeever at 612.253.6628.