Audits of Employee Benefit Plans
Sponsored by:
Date: January 22, 2008
Location: Centre Club 123 South Westshore Blvd.,
Tampa, FL 33609
(Map)
Time: 6:30 a.m. – 7:00 a.m. Registration
&
Continental Breakfast; 7:00 a.m. – 9:00 a.m. Meeting
Cost: $30 for IIA members;
$35 for non-members (This is not part of the
Pre-paid Seminar Package)
Employee Benefit Plan Services
Baffled by precisely what Plan Administrators do?
Never held a day job as an Actuary? Uninterested in
grasping the nuances among defined contribution,
defined benefit, and employee stock option plans?
Need to know enough …to know what you don’t know? If
you answered yes to any of these questions, spend
the morning with us to learn the steps involved in
planning and executing a benefit plan audit.
This meeting qualifies for 2 CPE credits
Speaker: Daniel J. Johnson – Kirkland, Russ,
Murphy & Tapp, P.A. (KRMT) Dan is a Shareholder in
KRMT’s audit practice. KRMT was formed in 1991 and
conducts about 70 benefit plan audits each year. In
addition to supervising benefit plan audits, Dan
audits both public and private companies and is
heavily involved in providing consulting services
related to the Sarbanes-Oxley Act. Also, Dan is the
Shareholder in-charge of KRMT’s on-campus and
experienced recruiting efforts.
Topical Outline:
- Schedules and Source Documents, by Plan Type
- Limited Scope versus Full Scope Audits Fieldwork
- Internal Controls
- SAS 99 Risk of Fraud
- SAS 70 Audit Report from Plan
Custodian/Administrator
- Review of Plan Financial Statement Preparation
- Quality Review
Seating is limited. Reserve your space below:
Registration Online is
closed
5:00pm Friday, February 22, 2008
Contact Rose-Ann Mondy at
Rose-Ann.Mondy@hsn.net or 727-872-4496
to inquire if late registration can be arranged.
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