Form 5500/Defined Benefits Plans: What EBP Auditors Need to Know

  • Event Overview
  • Topics
  • Date: Friday, May 16, 2014
    Time: 8:00 am
    Location: Webinar

    This webinar is being presented by Steven R. Marcus, ASA, EA, MAAA, FCA, a Senior Consulting Actuary in Cherry Bekaert Benefits Consulting’s Retirement Plan Services division.

  • Learning Objectives:

    • Timing & Procedural Flow for EBP Audit and Form 5500
    • Form 5500 and its Schedules
    • Areas of Opportunity for Common Plan Issues
    • DB Plan Information for EBP Auditors