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Pension Plan Audit
(CA100218)

Description:

Basic regulatory, auditing and reporting requirements for audits of single employer defined contribution plans and defined benefit plans.  ERISA and Related Regulations.  Planning, Risk Assessment and Internal Control.  Investment and Related Income.  Auditing Contributions and Participant Data.  Benefit Payments and Plan Obligations.  Party-in-Interest Transactions and prohibited transactions.  Plan's tax status.  Commitments, Contingencies, Administrative Expenses and Completion Procedures.  Reporting and Disclosure Requirements.

Objectives:

To provide participants with the updated tools needed to complete the audit and reporting requirements for single employer defined contribution plans and defined benefit plans.

CPE Credits: 8.50 (Accounting & Auditing)

Instructors: Vilmarie Colón Martínez, CPA, Audit Manager, Kevane Grant Thornton, LLP
                    Silvia Bonet Rivera, CPA, Audit Manager, Kevane Grant Thornton, LLP
                    Janice M. Velzquez Rivera, CPA, Audit Manager, Kevane Grant Thornton, LLP
                    Marisol Rodríguez Ríos, CPA, Audit Manager, Kevane Grant Thornton, LLP

Date: October 2, 2018

Place: Fraternidad Alpha Sigma Gamma, Gurabo (mapa)

Registration: 8:15 a.m. - 9:00 a.m.  Seminar: 9:00 a.m. - 6:00 p.m.

Cost: $106 Members without debts
         $122 Others

*Este seminario es una repetición del que ofrecerá el programa de educación continuada el 18 de semptiembre de 2018.

 

For registration:

Or through "Calendario" at the CCPA-GO mobile app.