Checkpoint Learning

Course Detail

Companion to PPC's Guide to Audits of Employee Benefit Plans - Course 1 - ERISA and Certain Tax Requirements (EBPTG201)  

CATEGORY: Accounting & Auditing, Taxation
  Print-Based with Online Grading
6 CPE Credits
Level: Basic

This interactive self-study course discusses ERISA and certain tax requirements that apply to audits of employee benefit plans. Lesson 1 takes a look at ERISA and tax requirements for plan design and operation, as well as fiduciary responsibilities. Lesson 2 discusses required disclosures to plan participants; required reporting to the DOL, IRS, and PBGC; plan termination, reportable events, and reversion; unrelated business income; and options for correcting violations.

Course Expiration Date: May 31, 2021

Please note, the grading fee for answer sheets submitted by regular mail is $109.

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