H&W Plan Basics – Part 1
This two-part series is designed for auditors new to health and welfare (H&W) audits. Part 1 provides a basic introduction to H&W plans and how they work, including key audit considerations.
Format
Webcast
Date
May 25, 2027
NASBA Field of Study
Auditing
Level
Basic
CPE Credits
2
Instructor
Doug Bertossi
Availability
3 months
Product Number
WC5492717
Health and welfare plan audits differ from standard 401(k) plan audits. Part 1 of the H&W Plan Basics series covers foundational information, including:
- Defined benefit H&W plans
- Defined contribution H&W plans
- Defining the reporting entity
- Key parties involved in an H&W plan
- Unique considerations when planning H&W plan audits
Key Topics
- H&W plans
- Key parties in an H&W plan
- Unique planning issues
Learning Outcomes
- Recall basic information about H&W plans and how they work.
- Identify the key parties in a H&W plan.
- Distinguish unique issues that need to be considered when planning H&W plan audits.
Who Will Benefit
Auditors new to H&W plans
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2 to 5 registrants
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