Initial Audit Considerations for Benefit Plans

OL660  |  On Demand Course  |  Update  |  Self-Study

Description

This session will help you gain an understanding of when a plan audit it required. You will learn about initial audit procedures for plans that have never been audited before as well as plans previously audited. We will also discuss best practices related to initial audits.

This course is part of the 2023 Employee Benefits Plans Conference Bundle. Purchase the conference bundle here.

Credits

Number of Credits Type of Credits
1.00 Auditing

Notes

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Prices

Member (Early Bird)
$49.00
Non-Member (Early Bird)
$79.00
Member
$49.00
Non-Member
$79.00
Registration for this event has closed. If you have any question or concerns please give us a call at 615-377-3825 or send us an e-mail at registrar@tscpa.com

Instructors

Mark A. Blackburn, CPA

Mark A. Blackburn is a Shareholder in the LBMC Audit and Advisory practice.

He has significant experience in auditing employee benefit plans in a variety of industries and in accounting, auditing, and tax matters for the construction, real estate, and architectural/engineering industries.

Mark started working with LBMC when he graduated college more than twenty years ago.

Mark leads LBMC's Employee Benefit Plan Audit group and works with all types of employee benefit plans, including defined contribution, defined benefit, health and welfare, and employee stock ownership plans. These plans range in size from small privately-held businesses to publically-held companies with 11-k filings.

Mark spends a majority of his time working with privately owned businesses and their retirement plans.

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