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Concurrent Session Onsite and Online

EBP2449. 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.
  • Indicate 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.
Date/Time
CPE Credits
1.0
NASBA Field of Study
Accounting
Level
Basic
Prerequisites
0-2 years in the profession
Advanced Preparation
None
Session Tags
A and A Fundamentals