Health & Welfare Plan Audit Basics, 2 part series
This 2-part series is for auditors who are new to health & welfare audits as it provides a basic understanding of H & W plans and how they work. Part 1 includes an introduction to auditing H & W plans. Part 2 includes auditing claims and premiums testing.
Format
Webcast
NASBA Field of Study
Auditing
Level
Basic
CPE Credits
4
Instructor
Doug Bertossi
Sessions
2
Availability
3 months
Product Number
WCEQCHW2611
Health and welfare plan audits are different from standard 401(K) plan audits. Part 1 of the H & W Plan Basics series addresses basic information about H & W plans, including:
- Defined benefit H&W plans
- Defined contribution H&W plans
- Defining the reporting entity
- Parties in a H&W plan
- Unique issues that need to be considered when planning
H&W plan audits Part 2 of the H & W Plan Basics series addresses basic information about H & W plans including:
- Auditing claims
- Auditing premiums due under insurance arrangements
Key Topics:
- H&W plans
- Key parties in an H&W plan
- Unique planning issues
- H&W claims auditing
- Premiums due under insurance arrangements
After this webcast, participants will be able to:
- Identify the key parties in a H&W plan
- Distinguish unique issues that need to be considered when planning H&W plan audits.
- 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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