Sheri Wronko, CPA

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Web Seminars

The ABCs of Auditing an Employee Benefits Plan

In this course, you will learn the practice of auditing an employee benefits plan to determine compliance with ERISA. The Employee Retirement Income Security Act of 1974 (ERISA) is a federal law that sets minimum standards for pension plans in private industry. ERISA does not require any employer to establish a pension plan. It only requires that those who establish plans must meet certain minimum standards.

You will learn about auditing financial statements, required forms, full and limited scope auditing, reduced investment testing, plan investments, prohibited & reportable transactions, participant testing – contributions, loans, distributions, timeliness of deposits, partial terminations, SAS 70 reports, and automated plans.

Item Number Date Time CPE Credit Cost
AT-WAA203 Wednesday,
June 29th
12-1:40PM EDT 2.0 $98

Learning Objectives:

  • Explore the different types of employee benefit plans
  • Identify the standards required to comply with ERISA
  • Understand how and when an audit should and/or must be conducted on a program

Who Should Attend:
Professionals involved in the financial management, tax or administration of employee benefit plans, including CPAs, auditors, accountants, tax practitioners, and consultants.

Instructor: Sheri Wronko, CPA - Manager, WithumSmith+Brown

Instructional Method: Group-Internet

Level: Intermediate

NASBA Field of Study: Auditing

Program Prerequisites: None

Advance Preparation: None

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