Audits of 401(k) Plans

Audits of 401(k) Plans

Audits of 401(k) Plans


Joann Noe Cross, Accounting Co-Chair, University of Wisconsin-Oshkosh


Since 401(k) plans make a popular option for employee benefit plans, auditors of employee benefit plans must have the proper skills to audit them effectively. You will work through how to audit a 401(k) plan and prepare financial statements that satisfy ERISA and SEC requirements. Tap into ways to plan and conduct 401(k) audits more efficiently and effectively, and understand the differences between 401(k) audits and other employee benefit plan audits.

8.0 CPD Credits


Registration is open through 06/06. Register by 05/06 for Early Bird Pricing.

Member Price

$419 / $369 Early-Bird pricing ends on 05/06/2019.

Nonmember Price

$469 / $419 Early-Bird pricing ends on 05/06/2019.

  • Retired, Part-time, Unemployed and Leave-of-Absence Members save an additional $100
  • AICPA Members save an additional $30

Thursday, June 6

8:30am to 4:00pm (Check-In 8:00am)

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WICPA Professional Development Center

W233N2080 Ridgeview Pkwy Ste 201
Waukesha, WI 53188

Map and Directions

Course Materials

Note: An electronic copy of course materials is included for all registrants and can be accessed via the My WICPA section 7 days prior to the course date.