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2024 Common Deficiencies in Employee Benefit Plans

Total Credits: 2 including 2 Auditing- Technical

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ACPEN Industry Institute |  Accounting and Auditing
Melissa Critcher, CPA
Course Levels:
2 Hours
Product Setting: Expires 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


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


Melissa Critcher, CPA's Profile

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.


Tue, Apr 23, 2024 - 03:00pm to 04:46pm AKDT
Mon, May 06, 2024 - 12:00pm to 01:46pm AKDT
Wed, May 08, 2024 - 06:00am to 07:46am AKDT
Tue, Jun 04, 2024 - 08:00am to 09:46am AKDT
Sat, Jun 15, 2024 - 10:00am to 11:46am AKDT
Wed, Jun 26, 2024 - 12:00pm to 01:46pm AKDT
Tue, Jul 09, 2024 - 02:00pm to 03:46pm AKDT
Wed, Jul 24, 2024 - 08:00am to 09:46am AKDT
Fri, Aug 09, 2024 - 10:00am to 11:46am AKDT
Mon, Aug 19, 2024 - 12:00pm to 01:46pm AKDT
Thu, Sep 05, 2024 - 06:00am to 07:46am AKDT
Fri, Sep 20, 2024 - 08:00am to 09:46am AKDT
Fri, Oct 11, 2024 - 10:00am to 11:46am AKDT
Sat, Oct 26, 2024 - 12:00pm to 01:46pm AKDT
Sat, Nov 02, 2024 - 06:00am to 07:46am AKDT
Mon, Nov 18, 2024 - 08:00am to 09:46am AKST
Wed, Dec 11, 2024 - 10:00am to 11:46am AKST
Fri, Dec 20, 2024 - 12:00pm to 01:46pm AKST
Mon, Dec 30, 2024 - 06:00am to 07:46am AKST
Thu, Jan 02, 2025 - 03:00pm to 04:46pm AKST
Fri, Jan 17, 2025 - 10:00am to 11:46am AKST
Tue, Feb 11, 2025 - 12:00pm to 01:46pm AKST
Sat, Feb 22, 2025 - 06:00am to 07:46am AKST
Wed, Mar 05, 2025 - 08:00am to 09:46am AKST
Thu, Mar 20, 2025 - 10:00am to 11:46am AKDT
Wed, Apr 02, 2025 - 12:00pm to 01:46pm AKDT
Thu, Apr 17, 2025 - 06:00am to 07:46am AKDT
Sat, May 17, 2025 - 08:00am to 09:46am AKDT
Mon, May 26, 2025 - 10:00am to 11:46am AKDT

Additional Info

Basic Course Information

Prerequisites Prior experience with EBP audits
Advanced 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 Policy

Please contact Anne Taylor for any complaints., (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:

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 if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.