On-Demand
Employee Benefit Plans Common Retirement Plan Errors 2024-25
Overview
This session will explore the most common compliance errors impacting retirement benefit plans, including the impact of recent legislation. Gain valuable insights to enhance your auditing practices and ensure compliance. In this session, you will learn about the top compliance errors impacting retirement benefit plans, the available correction options, and the potential impact of recent legislation.
This session was recorded on June 14,2024 at the Employee Benefit Plans Audit Virtual Conference.
Product Code
1000003853
Credit Type
CPE: 1CPE-AA: 1CPE-Technical: 1Format
Online Self-Study
Intended Audience
CPAs who perform employee benefit plan audits and senior managers, staff, financial professionals, individual advisers and attorneys who specialize in working on employee benefit plans.
NASBA Field of Study
Auditing
Level of Difficulty
Update
Prerequisites
Basic knowledge of accounting and auditing and experience with employee benefit plan audits.
Advance Preparation
None.
Learning Objectives
Major Subjects
- Common Compliance Errors in Retirement Plans
- Correction Options Under IRS and DOL Rules
- Impact of SECURE and SECURE 2.0 Legislation
Faculty
