403(b) Plan Audit Requirement-Are You Ready?
| Details | |
|---|---|
| Date: | April 20, 2010 |
| Facility: | |
| Start Time: | 10 a.m. |
| End Time: | 11 a.m. |
| Price: | $35.00 for members. $45.00 for non-members. |
| Category: | Finance;Legal Issues |
In July 2007, the IRS issued final regulations concerning 403(b) Plans. The new regulations require many previously unaudited 403(b) plans to be audited. Beginning with the 2009 plan year, organizations subject to ERISA will generally be required to have their 403(b) plans' financial statements audited if they have more than 100 eligible participants as of the beginning of the plan year. Attend this webinar to learn of the compliance and audit requirements for 403(b) plans and understand what you could expect during your first year audit.
Join David W. Richard, CPA, Director of Assurance Services,
Kathy Jaeger, CPA , Associate Director of Employee Benefit Plan Administration & Consulting and Jaclyn T. Badeau, CPA, MBA,
Manager of Assurance Services from Dean, Dorton and Ford for this helpful webinar.
Instructor Info
Instructor Name: David Richard
- David Richard's Bio: David serves the firm as the chair of the assurance services group and leads the not-for-profit industry team. David is also a member of the healthcare, energy & natural resources, and equine industry teams. David has more than twenty years of experience providing audit and accounting services to clients throughout Kentucky. David’s clients have ranged in size and complexity from small not-forprofit organizations to large, publicly traded companies.
Instructor Name: Kathy Jaeger, CPA
- Kathy Jaeger, CPA's Bio: Kathy has over sixteen years of experience in the Employee Benefit Plan area. Kathy has been a member of our Employee Benefits department since she joined the firm and is the current manager of the department. She is the technical advisor for all of our employee benefit plan audits and also helps the Tax Services group during busy season.
