Employee Benefit Plans Conference (VIRTUAL)

Presented by: Marcus J. Aron, CPA, CGMA - Chief, Division of Accounting Services, Employee Benefits Security Administration, U.S. Department of Labor

Jason D. Newman, CPA - Partner at CohnReznick LLP

Session details coming soon!

Credits: 2.4 - Auditing

This session is available to registrants only.

Presented by: Jason Eddy - Managing Director, National Practice Leader - Employee Benefit Plan Practice at Grant Thornton, LLP

Corey Kohnle - Director, Audit at Grant Thornton, LLP

This session will discuss recent audit and accounting standards which impact employee benefit plan audits as well as overall hot topics, common pitfalls and best practices. Also, there will be discussion about relevant tools and resources which can be used to assist in identifying and applying recent guidance.

Credits: 1.2 - Auditing

This session is available to registrants only.

Presented by: Ryan Gardner - Managing Partner, Senior Consultant at Fiducient Advisors

Paige Thompson - Consultant at Fiducient Advisors

Ryan and Paige will explore the intricacies of fiduciary governance and the legal landscape surrounding fiduciary duties. This session will cover common breaches of fiduciary duty, such as conflicts of interest and prohibited transactions, and the legal consequences of these breaches. They will also discuss best practices for fiduciaries to mitigate risks and ensure compliance with evolving governance standards. Attendees will leave with actionable insights into maintaining robust fiduciary practices and navigating potential litigation scenarios.

Credits: 1 - Specialized Knowledge

This session is available to registrants only.

Presented by: Randy Dummer, CPA - Owner/Member at HHM CPAs

This session will give a brief overview of the peer review process and identify the key areas that peer reviewers are looking for in ERISA audits.  Also covered will be items identified in recent peer reviews in this area.

Credits: 1.2 - Auditing

This session is available to registrants only.

Presented by: Leslie Whitney - Partner, Senior Consultant at Fiducient Advisors

Leslie will explore the impact of the Act on retirement plan operations for plan sponsors and recordkeepers. This session will cover items in the Act that created change and/or decisions for plan sponsors in 2024, and the most common items on Secure Act 2.0 roadmaps in 2025 and beyond. The discussion will cover certain mandatory provisions of the Act and the optional provisions that interested plan sponsors most. Attendees will leave with an understanding of common changes to retirement plans in 2024 as a result of Secure Act 2.0.

Credits: 1 - Specialized Knowledge

This session is available to registrants only.

Presented by: George J. Kasper, Esq. - Partner at Pullman & Comley LLC

Session details coming soon!

Credits: 1.2 - Business Law

This session is available to registrants only.