EBP2149. Financial Reporting and Wrap Up

This session is part of the fundamental case study and will cover audit completion and financial reporting for a defined contribution plan, focusing on the fundamental track case study, including required communications to management and those charged with governance.

Learning Objectives:

• Identify presentation requirements for defined contribution plans; review financial statements and excerpts of communications to management and those charged with governance relevant to the fundamental case study sessions.
• Recognize audit procedures necessary related to Form 5500, compliance/nondiscrimination testing, and supplementary schedules.