May employee benefit plan webinars airing this month

Email sent: May 11, 2021 3:42pm
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Surgent CPE: Education for Pros
May Employee Benefit Plan Courses

Join Melissa Critcher, CPA, PC, Surgent’s Employee Benefit Plan expert, as she reviews recent trends related to EBP audits in the following courses:

Audits of 401(k) Plans: New Developments and Critical Issues (AFPL)

May 13th @ 9AM Eastern • 8 CREDITS • $259

Obtain an understanding of the rules and regulations unique to employee benefit plans with the practical guidance provided by this course. Auditors will enhance their knowledge through real-world examples, best practices, and efficient audit techniques that can be utilized in various audit engagements. Make sure your audits don’t trigger a DOL inspection by conforming to all applicable rules and regulations. Multiple webinar dates/times are available.

Register for AFPL


Annual Update for Defined Contribution Plans (UDCP)

May 19th @ 1PM Eastern • 2 CREDITS • $89

This course will provide a general understanding of the current and prospective reporting and disclosure requirements for employee benefit plans. Participants will be provided with an insight into the common errors and mistakes made by auditors and plan administrators. Results from the Department of Labor’s (“DOL”) Criminal Enforcement initiative and audit quality study will also be discussed and reviewed. Multiple webinar dates/times are available.

Register for UDCP


Advanced Audits of 401(k) Plans: Best Practices and Current Developments (AAFP)

May 27th @ 9AM Eastern • 8 CREDITS • $259

In this advanced course, we will discuss both the existing and new rules and regulations unique to employee benefit plans as well as provide practical guidance on their application. The most common compliance issues identified in 401(k) audits will be explored along with recommended corrections. Multiple webinar dates/times are available.

Register for AAFP


Auditing 401(k) Plans: Critical Issues and Annual Update (AFP4)

JUNE 7th @ 9AM Eastern • 4 CREDITS • $139

Due to increasing scrutiny in the employee benefit plan area, it is imperative for auditors of 401(k) plans to remain up to date on the rules and regulations that may impact the audit engagement. Auditors will enhance their knowledge by understanding the changes affecting audit procedures and reporting, identifying best practices, and performing efficient audit engagements. Multiple webinar dates/times are available.

Register for AFP4


This is another great course airing this May, featuring Richard Daisley, CPA and a special guest:

Monthly Accounting and Auditing Update (MAAU)

May 25th @ 2PM Eastern • 1 CREDIT • $49

In this monthly series, in addition to reviewing recent standard-setting activity, the session will feature David A. Torrillo, CPA, the managing member of Torrillo & Associates, LLC and a member of the AICPA EBPAQC Executive Committee and PICPA Professional Ethics and Employee Benefit Plan Committees. Dave will discuss current trends related to employee benefit plan audits as well as the impact of the CARES and SECURE Acts on your current year employee benefit plan audits. This monthly update will keep you up to date on what you need to know in the accounting world, especially in light of recent legislative changes. Multiple webinar dates/times are available.

Register for MAAU

For ongoing access to these courses, plus every other course in our library, including premium content, pick up an Unlimited Plus Package!

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