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ASPPA Webcast: Best Practices for a Successful Plan Audit

ASPPA Webcast: Best Practices for a Successful Plan Audit
Available Until April 27, 2017

Speaker: CariAnn J. Todd, CPA, Senior Manager, Accounting & Assurance, BeachFleischman PC

IRS Program Number: CZTXU-Q-00619-16-O

Webcast Outline: Click Here.

   

Description: 
Join this webcast for an independent auditor's perspective on plan audits. Auditors can provide great insight into potential issues or opportunities with plan administration and design, based on audit testing of eligibility, compensation, contributions, and distributions. The webcast will also discuss the nuts and bolts of an auditor's report, the plan financial statements and footnotes, as well as other required auditor communications that are made to plan management.

Key Takeaways:
1. Identify what auditors test and why
2. Discover how to read and understand the plan financial statements
3. Determine required auditor communications

Registration Deadlines: 
Live: 04/27/2016
On-Demand: 04/27/2017

CE Credit: 2 ASPPA, 2 ERPA, no JBEA

About the Speaker:

CariAnn Todd is a Senior Manager with BeachFleischman, PC in Tucson and the Director of their Employee Benefit Plan Audit Group. CariAnn has been instrumental in the development of the firm's audit approach to Employee Benefit Plans for the past 16 years. The firm audits approximately 80 employee benefit plans each year, including DC, DB and ESOP. BeachFleischman, PC is a member of the AICPA's Employee Benefit Plan Audit Quality Center. CariAnn is a member of the American Institute of Certified Public Accountants, licensed in both Arizona and Texas.

Individual Viewer Additional Viewers 
ASPPA Member: $115  ASPPA Member: $45 
Non-Member: $190  Non-Member: $70 

Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place. 

Webcast Package Pricing:

Please click here for information on package pricing for classroom style webcasts and web-course viewing. For more details on additional training package offerings, please contact [email protected]

Methods of Registration:

To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the e-mail address listed on your registration form.

Click here to download a registration form.

Online: For credit card payment only. Receive an immediate e-mail Registration Confirmation. 

E-mail: E-mail your scanned registration form(s) and credit card information to [email protected].

Fax: Fax your scanned registration form(s) and credit card information to 703-516-9308.

Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725For express/overnight deliveries (FedEx/DHL, etc., send to: American Retirement Association, 4245 North Fairfax Drive, Suite 750, Arlington, VA 22203

Make checks payable to the American Retirement Association

General Information
DisclaimerCancelation Policy:

All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

Disclaimer:
Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.

Questions:

Registration and General Questions
American Retirement Association Customer Support
703-516-9300
[email protected]