Speakers: Marilee Lau, CPA, KPMG & Marcus Aron, EBSA DOL

Basic Audit Workshop–This is a continuous three-part session designed to help you understand the fundamentals required to audit employee benefit retirement plans (401 (k) and defined benefit plans) in accordance with AICPA standards and EBSA regulations. It also introduces the participants to situations unique to employee benefit plans and provides solutions to those situations. Participant questions and real-life examples from the participants are encouraged.

Speakers: Heather Karpawich, Grant Thornton

This session will discuss current A&A recent pronouncements by FASB, ARSC and ASB as they pertain to EBPs.  The presentation will provide updates on accounting and auditing matters, as well as other industry and regulatory updates.

Speaker: Adam Meehan, Smith & Downey

This session will cover a broad range of typical plan designs that employers are considering and the areas that require special attention. Typical plan design items include safe harbor considerations, universal availability for nonprofits, automatic enrollment, definition of compensation, how to treat rehired employees when changing plan design, and many more. This session will also cover a broad array of various employee benefits topics that employers are seeking guidance on in 2018, and what we may expect going forward.

Speakers: Marilee Lau, CPA, KPMG & Marcus Aron, EBSA DOL

Basic Audit Workshop–This is a continuous three-part session designed to help you understand the fundamentals required to audit employee benefit retirement plans (401 (k) and defined benefit plans) in accordance with AICPA standards and EBSA regulations. It also introduces the participants to situations unique to employee benefit plans and provides solutions to those situations. Participant questions and real-life examples from the participants are encouraged.

Speakers: Josh Zimmerman, Jennifer Zimmerman, Morrison, Brown, Argiz & Farra

This presentation will discuss the planning of an EBP audit, including how the assessments of risks, key controls and SOC 1 user controls affect the audit as a whole.

Speaker: Stuart Schabes, Baker Donelson

The presentation will include a discussion of the latest IRS efforts on employee benefits compliance and collection related tax matters including how to respond when the IRS proposes a plan disqualification as well the Hot areas of focus based on the IRS’ recently issued updated priority guidance pronouncement.

Speakers: Marilee Lau, CPA, KPMG & Marcus Aron, EBSA DOL

Basic Audit Workshop–This is a continuous three-part session designed to help you understand the fundamentals required to audit employee benefit retirement plans (401 (k) and defined benefit plans) in accordance with AICPA standards and EBSA regulations. It also introduces the participants to situations unique to employee benefit plans and provides solutions to those situations. Participant questions and real-life examples from the participants are encouraged.

Speakers, Kathyrn Petrillo and Jennifer Downs, Jennifer Amato, Tiana Wynn.

Have you ever wished you had another EBP auditor with whom to compare notes on how you approach your audits? If so, this session is for you! Experience round table discussions moderated and monitored by experienced professionals. Moderators will pose targeted questions to you and others at your table so you can share best practices and learn from and with those attending. The targeted questions will center around best practices with regards to audit testing and solutions to problems found in testing.

Speaker: Matthew Cellini, Greenspring Advisors

This session will cover governance best practices that plan sponsors and their committees should be implementing on an ongoing basis. There will be thought provoking discussion around plan design that gives participants an opportunity to retire with dignity. In addition, we will cover plan expense evaluation and show plan sponsors how to pull the curtain back and know what their participants are paying and whether or not it is reasonable.