EBP2256. Unique Aspects of Auditing H&W Plans

Health & Welfare plan audits are a specialized area in Employee Benefit Plan audits. For effectively auditing any H&W plan, it is critical to understand the structure of the plan being audited. This course will focus on differences from auditing defined contribution plans. We will discuss census testing, claims, actuarial reports, and how to scope the Plan audit (hint: it isn’t just the activity of the trust!).

Learning Objectives:

  • Recognize the unique features of a health and welfare plan.
  • Identify audit considerations that are unique to a health and welfare plan.
  • Identify unique reporting requirements for health and welfare plans.
Date/Time
–
CPE Credits
1.5
NASBA Field of Study
Auditing
Level
Intermediate
Prerequisites
3-5 Years in the Profession
Advanced Preparation
None
Session Tags
Audit
Speakers
Image of Jodi Schmidt

Jodi Schmidt

Senior Manager
KPMG LLP
Image of Jessica Henry

Jessica Henry

Managing Director
Deloitte