Concurrent Session Onsite and Online

EBP2421. Common Operational Mistakes and the Impact to the Audit

Learn about common operational errors in qualified retirement plans, the proper corrective action of those errors, and the impact on the audit.

Learning Objectives:

  • Identify common plan operational errors and required corrective actions.
  • Analyze the impact operational errors have on plan financial statements and required communications with plan management and those charged with governance.
  • Recognize IRS and DOL programs to correct operational errors.
Date/Time
–
CPE Credits
1.5
NASBA Field of Study
Auditing
Level
Intermediate
Prerequisites
3-4 years in the profession
Advanced Preparation
None
Session Tags
TAX
Audit
Speakers
Image of Lindy Beldyga

Lindy Beldyga

CPA
Partner
Plante & Moran, PLLC
Image of Patrick Blanchard

Patrick Blanchard

JD, LL.M. (Taxation)
Managing Director
Alvarez & Marsal