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Employee Benefit Plans Audit and Accounting Essentials

Author/Moderator: McGladrey & Pullen, LLP, under the direction of Josephine L. Hammond, CPA; Rebecca Miller, CPA; Lynne M. McMennamin, CPA and Mark Wirth, CPA
Publisher: AICPA
Availability: Varies by Format (See Below)
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Available Formats:  Text | DVD/Manual | On-Demand | See All

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Master the fundamentals of auditing employee benefit plans in accordance with AICPA and EBSA standards and avoid common errors. Explore the accounting and auditing requirements unique to employee benefit plans. The course is designed to give you an understanding of requirements and audit procedures related to defined contribution, defined benefit and health and welfare plans to help you more effectively plan and carry out your audit.

Objectives: 
  • Audit employee benefit plans in accordance with AICPA and EBSA standards
  • Design specialized audit tests
  • Plan the scope of an audit
  • Understand the structure of the more popular employee benefit plans
  • Understand accounting requirements unique to employee benefit plans

Prerequisite:  Knowledge of ERISA and IRS requirements for benefit plans

View a sample video clip:

In this 153-min video, Anita Baker, CPA, CEBS, PHR, Principal-in-Charge of Benefit Services at LarsonAllen LLP and former AICPA Employee Benefit Plans Audit Quality Center Executive Committee (EBPAQCEC) chair discusses plan essentials with Melissa Critcher, CPA, employee benefit plans consultant; Randy Dummer, CPA, Partner and Firm Leader of the employee benefits plan practice of Virchow, Krause & Company; Marilee Lau, CPA, Retired Partner of KPMG LLP and current EBPAQCEC chair; and Sue Peirce, CPA, MTax, Principal of Apple Growth Partners .

*The DVD contains the video presentation.  A CD contains a viewable copy of the Manual.
**The Additional Manual is for group study training only.  Unlike other formats, it cannot be used to earn self-study credit.

NASBA Field of Study: Accounting and Auditing
Level: Basic
Recommended CPE Credit: On-Demand Series – 15 (Accounting – 7; Auditing – 8); DVD/Manual - 15.5 (Accounting – 7.5, Auditing – 8); Text – 12 (Accounting – 6, Auditing – 6)
Important Information on Your CPE Credit
Text ,
Product# 733005
Availability: In Stock
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AICPA Member:$169.00
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DVD/Manual ,
Product# 183005
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Addl Manual for DVD ,
Product# 353005
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Employee Benefit Plans A&A On-Demand Series
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Product# 153001
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Employee Benefit Plans A&A: Basics
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Product# 153011
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Employee Benefit Plans A&A: Accounting and Reporting Standards
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Product# 153021
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Employee Benefit Plans A&A: Reporting and Auditing Requirements
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Product# 153031
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Employee Benefit Plans A&A: Audit Planning
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Product# 153041
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Employee Benefit Plans A&A: 401(k) and Other Defined Contribution Plans
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Product# 153051
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Employee Benefit Plans A&A: ESOPs; Defined Benefit Pension Plans; Health and Welfare Plans
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Product# 153061
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Employee Benefit Plans A&A: Other Auditing Considerations; Wrap-Up
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Product# 153071
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