This CPE course offers case studies and advanced learning exercises to enhance your expertise on advanced auditing of Employee Benefit Plans: Client Acceptance or Continuation.
NASBA Field of Study
JulieAnn C. Verrekia
Refresh your existing knowledge in acceptance and continuation procedures for defined contribution, defined benefit, and health and welfare plans. This module is part of Advanced Auditing for Employee Benefit Plans. The interactive online self-study course covers many of the same competencies found on the advanced employee benefit plans audit certificate exams and includes individual modules to customize your experience. To learn more, visit the Employee Benefit Plans Audit Certificate Programs website for more information on the certificates and additional learning options.
In this new CPE course, you will evaluate why it is important for auditors to take a risk-based approach to plan acceptance/continuation. Developed for experienced EBP auditors, you will go through a plan audit acceptance/continuation exercise, in which you will review acceptance and continuation criteria for defined contribution, defined benefit, and health and wellness plans. Learn about the specific legal and ethical requirements and independence rules related to EBP audits as well as aspects of preparing an EBP engagement letter. Choose which plan type you would like to focus on during the course, or learn about all three!
Group ordering for your team
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