2024 Common Deficiencies in Employee Benefit Plans
Total Credits: 2 including 2 Auditing- Technical
- Average Rating:
- 21
- Categories:
- ACPEN Industry Institute | Accounting and Auditing
- Faculty:
- Melissa Critcher, CPA
- Course Levels:
- Intermediate
- Duration:
- 2 Hours
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
During this presentation, the most common mistakes made by employee benefit plan auditors, as well as, plan sponsors will be identified. Best practices for handling specific issues that arise during the course of the engagement will also be explored. This discussion will help auditors recognize potential pitfalls in audit procedures/documentation and assist plan sponsors with compliance issues.
Basic Course Information
Learning Objectives- Identify and address common peer review issues
- Recognize and avoid mistakes made by plan sponsors
- Apply best practices to prevent audit mistakes
Major Subjects
- Common Defiencies
- DOL
- EBPs
Course Materials
Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase |
Common Deficiencies in Employee Benefit Plans Handout (1.4 MB) | Available after Purchase |
Faculty

Melissa Critcher, CPA Related Seminars and Products
Melissa owns and operates her own firm located in Charlotte, North Carolina that concentrates on audits of employee benefit plans, consulting with CPA firms and plan sponsors and providing professional education training. She has more than 20 years of experience working with employee benefit plans.
Melissa is also a discussion leader for the AICPA, NCACPA, Surgent McCoy, CPA firms, as well as public and privately held entities. She has been repeatedly recognized as an outstanding discussion leader. Melissa has also authored several courses on topics including employee benefit plans, internal controls, risk assessments, and SSARS engagements.
Before dedicating her time to helping clients make sense of their employee benefits plans, Melissa graduated from Appalachian State University with a bachelor of science degree in Accounting. Throughout the course of her career, she has had the opportunity to work with various size firms before settling in the Charlotte area.
Melissa has served in various roles with both the NCACPA and AICPA including serving as a member of the NCACPA Board of Directors and Accounting and Attestation Committee, as well as, local chapter positions. Melissa has also been a volunteer on the AICPA Technical Standards Committee since 2013 which evaluates referrals from the Department of Labor for deficient audits and proposes recommendations for disciplinary actions at both the AICPA and individual state board levels.
Dates
Thu, Mar 20, 2025 - 01:00pm to 02:46pm CDT
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Wed, Apr 02, 2025 - 03:00pm to 04:46pm CDT
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Thu, Apr 17, 2025 - 09:00am to 10:46am CDT
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Sat, May 17, 2025 - 11:00am to 12:46pm CDT
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Mon, May 26, 2025 - 01:00pm to 02:46pm CDT
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Additional Info
Basic Course Information
Prerequisites Prior experience with EBP auditsAdvanced Preparation None
Designed For Accounting professionals
Original Recording Date 12/1/2023
Course Developer Galasso Learning Solutions LLC
Date Added to Catalog 1/22/2024
Yellow Book No
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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