Webcast: Audits of 403(b) Plans: A Challenging New Audit Area

When:  Jul 15, 2013 from 08:30 AM to 04:00 PM (MT)

403(b) plans will be a new growth area for the benefit plan auditor. In this class you will build on what you already know about auditing benefit plans and learn the similarities and differences between auditing a 403(b) plan and the more familiar 401(k) plan. Gain a background on the tax rules applicable to a 403(b) plan and develop a better understanding of how the audit procedures must be modified from those of more traditional plans.  Focus on the open issues created by the first-time audit of a benefit plan that may have been in existence for nearly 50 years and whose investments may have been managed more like individual retirement accounts than qualified plan trust accounts.

Location

CalCPA Live Online Webcast
1800 Gateway Dr Ste 200
San Mateo, CA 94404-4072