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401(k) Basics: Part 4 –Financial Statements and Current Topics

Jun 10, 2026 · 2 hour 0 min watch

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Panelists present unique plan financial statement disclosures, ERISA Section 103(a)(3)(C) audits and non-Section 103(a)(3)(C) audits, and the common issues and errors typically seen in these areas. The panel will also discuss the current and hot issues for the 2026 audit season.

This is part four in a four-part series of webcasts about auditing 401(k) plans. We recommend that you view the webcasts in sequential order but note that they can be viewed individually.

The other webcasts in the series are:

EBPAQC 401(k) Basics: Part 1 – Introduction and Planning
EBPAQC 401(k) Basics: Part 2 – Participant Data and Contribution Testing
EBPAQC 401(k) Basics: Part 3 – Distribution Testing, Investments, and Audit Wrap-Up

Download the 2026-401-k-Basics-Part4

File name: 2026-401-k-Basics-Part4.ppt

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