2024 MSCPA Annual Convention: Details

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

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Wednesday, May 29, 2024 @ 8:30am 4:30pm
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Description

Looking to improve the quality of your 401(k) benefit plan audits? This is the course for you. Based on recent data from the U.S. Department of Labor and peer reviews on employee benefit plan audits, we know auditors need to up their game to meet stakeholder demands and provide the best possible audit services. In this advanced course, we will discuss the audit and reporting requirements in accordance with SAS 136 and other recently issued SASs. We will also discuss laws and regulations (such as ERISA) that are unique to employee benefit plans and provide practical guidance on their application. Course topics will focus on the most common compliance issues identified in 401(k) audits by the Department of Labor and peer reviews, as well as recommended corrections. Auditors will identify best practices for auditing areas such as payroll and compensation, participant loans, hardship distributions, investments, and plan mergers and acquisitions.

Credits

Category Amount
Accounting&Auditing 8.00

Would you prefer to receive printed materials in addition to electronic materials?

Links to the e-materials will be listed with your course registration in your account on the MSCPA website seven calendar days before the course. You will receive an e-mail when the materials are available.

If you request printed materials, they will be available for pick up at the registration desk on the date of the class. The option to request printed materials is only available up to 5 business days prior to the course date. Walk-in registrants and those registering between 1 and 5 days before the course will be sent an electronic link to the e-materials by default. “Extra” printed course materials will not be available on site. Printed materials are not available for conferences.



Leaders

Cecil (Bill) M. Felder

Cecil (Bill) M. Felder

Bill Felder, CPA, CISA, is a native of Long Beach, Mississippi, and received his Bachelors and Masters of Professional Accountancy from Mississippi State. He is a director in the auditing and consulting department of Harper, Rains, Knight & Company, P.A. where he is in charge of audit engagements to a variety of industries including government-assisted multi-family housing projects, hospitals, Federal government entities, employee benefit plans, workers' compensation, financial services, medical services, wholesale supply, churches and non-profit organizations. Bill is a member of the American Institute of Certified Public Accountants, the Mississippi Society of Certified Public Accountants, and the Central Mississippi Chapter of Certified Public Accountants where he served as a past-secretary. Bill has earned the designation of Certified Information Systems Auditor from the Information Systems Audit and Control Association and is a discussion leader for continuing professional education courses sponsored by the Mississippi Society of Certified Public Accountants.