Common Deficiencies in EBP Audits
2.00 Credits
Member Price $89
Non-Member Price $109
Overview
During this presentation, the most common mistakes made by employee benefit plan auditors, as well as plan sponsors will be identified. Best practices for handling specific issues that arise during the course of the engagement will also be explored. This discussion will help auditors recognize potential pitfalls in audit procedures/documentation and assist plan sponsors with compliance issues. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Highlights
- Employee benefit plans
- Audit procedures and documentation
Prerequisites
Knowledge of and experience with Employee Benefit Plan audits
Designed For
Practitioners working with employee benefit plans
Objectives
- Identify and address common peer review issues
- Recognize and avoid mistakes made by plan sponsors
- Apply best practices to prevent audit mistakes
Preparation
None
Leader(s):
Leader Bios
Melissa Critcher, Surgent McCoy CPE, LLC
Melissa Critcher, CPA
background in accounting includes more than 19 years of experience in public accounting specializing in auditing defined contribution and defined benefit employee benefit plans as well as manufacturing, distribution and professional service organizations. Her public accounting experience includes a position as a senior audit manager with Greer & Walker, LLP in Charlotte, North Carolina, a manager at a regional firm in Raleigh, North Carolina prior to re-locating to Charlotte. Melissa also worked with a local firm in Winston-Salem. During her career, Melissa has been responsible for managing the employee benefit plan niche, marketing and business development and conducting in-house training seminars. Currently, she has her own practice located in the Charlotte, NC area where she concentrates her work on employee benefit plan audits and consulting.
Melissa has been recognized as an outstanding discussion leader for both the AICPA and the NCACPA. In addition to teaching courses for the associations, Melissa has also authored several publications for the AICPA and the NCACPA.
Melissa is a 2012-13 recipient of the AICPA Outstanding Instructor Award.
Non-Member Price $109
Member Price $89