Speakers: Marilee Lau, CPA, MBA, Employee Benefit Plan Accounting and Auditing Consultant and Marcus Aron, CPA, Senior Auditor at U.S. Department of Labor

Speakers: Jen Amato, CPA, Audit Director at SC&H Group and Adam Meehan, JD, LL.M., Employee Benefits and Executive Compensation Attorney at Smith & Downey, P.A.

In order to adequately audit a plan, an auditor must be knowledgeable of how a plan has been designed, provisions included in the plan and how to identify and correct any errors in administration. This session will address types of plan design, definition of compensation, governance processes, and correction programs.

Speakers: Jennifer Downs, CPA, 401(k) and 403(b) Audit Specialist at Benefit Audit Group, LLC & Conference Committee Chair and Marcus Aron, CPA, Senior Auditor at U.S. Department of Labor

Speaker: Marilee Lau, CPA, MBA, Employee Benefit Plan Accounting and Auditing Consultant

Speakers: Marilee Lau, CPA, MBA, Employee Benefit Plan Accounting and Auditing Consultant and Marcus Aron, CPA, Senior Auditor at U.S. Department of Labor

401(k) plans make up approximately 74% of all plan types, so audits of these plans tend to get all the attention.  Auditing defined benefit plans, multiemployer plans, employee stock ownership plans and health and welfare plans adds a level of complexity to any EBP practice.  This session will cover some of the audit areas unique to these plan types and the challenges they present.

Speakers: Kate Petrillo, CPA, Partner at Aronson LLC and Mark Buckberg, CPA, CFE, CFF, Partner at WithumSmith+Brown