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    Plan Audits: Internal Controls for Qualified Plans

    Date: August 19, 2014, 11:30am – 1:30pm
    Embassy Suites, N.Charleston Convention Center

    Registration is closed. Be sure to check our upcoming events!
    $20 Member - $25 Non-member (one meeting only)
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    Internal Controls for Qualified Plans

    Zoe M. Davis, CPA, CFE of Hubbard Davis CPAs, LLP is a subject matter expert in  employee benefit plans, non-profit organizations, homeowner associations and the associated phases of assurance services, including audits, reviews, compilations and benefit plan consulting services.  Having received her B.S. Degree in Accounting from California State University in 1996 and her CPA Certification in 1999, she became a Certified Fraud Examiner in 2006.

    Program Title: Internal Controls for Qualified Plans

    Participants will have a better understanding of appropriate internal controls over the:

    • Adoption and maintenance of a qualified retirement plan
    • Recognition, performance, review and re-evaluation of applicable compliance tests
    • Ancillary requirements of operating a retirement plan, e.g. notices, disclosures, non-exempt transactions, reporting, etc.
    • Provided resources for plan sponsors




    Pre-approved for 1 HRCI Credit