Skip to main content

2024 Common Deficiencies in Employee Benefit Plans

-

Add to Calendar

ACPEN Webcasts

Online, OK 00000

Get Directions

2.00 Credits

Member Price $79

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.

Highlights

  • Common Defiencies
  • DOL
  • EBPs

Prerequisites

Prior experience with EBP audits

Designed For

Accounting professionals

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.

Return to Top

Non-Member Price $109

Member Price $79