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Course Details

401(k) Plan Audits

Webinar: ID# 1015608
Recorded CD
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About This Course:
Many plan sponsors do not understand how the IRS could find problems with their tax-qualified retirement plans upon audit since their plans are required to have an ERISA audit each year.

This timely topic helps plan sponsors and their advisors understand what happens during the annual ERISA required audit. Why such an audit is not a guarantee that their plans would pass an IRS audit with flying colors and why it is a best practice to review the plans and administration to make corrections before the IRS comes knocking.

This material is critical for plan sponsors so they can ensure their tax-qualified plans will pass muster in the event of an IRS audit.


Agenda:

ERISA Financial Statement Audits
  • What Plans Are Subject to the Annual Financial Statement Audit Requirement?
  • What Purpose Does the Financial Statement Audit Serve?
  • What Are the Stages and Processes Involved in the Financial Statement Audit?
IRS Audits
  • How Can You Stay out of the Line of Fire?
  • What Steps Can Plan Sponsors Take Now to Prepare for a Future Audit?
  • How Can You Find and Fix Problems Before the Plan Is Audited?
About The Presenters:

Patricia L Beaty
  • Partner in the office of Ogletree, Deakins, Nash, Smoak & Stewart, P.C.
  • Practice emphasizes all aspects of tax-qualified employee benefit plans, focusing on tax-qualified retirement plans
  • Conducts regular seminars and workshops on numerous on employee benefit plan issues
  • J.D. degree, Indiana University
Bernadette Fletcher, MBA, CPA
  • Director at Katz, Sapper & Miller, LLP (certified public accountants)
  • Specializes in employee benefit plans including financial statement audits, plan administration, consulting and tax services for 30 years
  • Conducts numerous seminars, provides training and assists clients on employee benefit plan matters
  • Member AICPA, CPA societies (IN and MO), IFEBP, officer for Indiana Benefits Conference
  • M.B.A. degree, St. Louis University
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401(k) Plan Audits
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