H&W Plan Basics – Part 2
This two-part series helps new auditors understand and audit health and welfare plans. Part 2 covers auditing claims and testing premiums, two key audit areas unique to H&W audits.
Format
Webcast
Date
Jun 01, 2027
NASBA Field of Study
Auditing
Level
Basic
CPE Credits
2
Instructor
Doug Bertossi
Availability
3 months
Product Number
WC5492716
Health and welfare plan audits differ from standard 401(k) plan audits. Part 2 of the H&W Plan Basics series covers foundational information about H&W plans, including:
- Auditing claims
- Auditing premiums due under insurance arrangements
Key Topics
- H&W claims auditing
- Premiums due under insurance arrangements
Learning Outcomes
- Recall basic information about auditing claims in an H&W plan and how they work.
- Recognize auditing premiums due under insurance arrangements.
Who Will Benefit
Auditors new to H&W plans
Group ordering for your team
2 to 5 registrants
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US customers call 1-800-634-6780 (option 1)
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