Employee Benefit Plans Conference (VIRTUAL)
Online
8.00 Credits
Member Price $289.00
Price will increase by $35 after 5/12
Non-Member Price $414.00
Price will increase by $35 after 5/12
Overview
Please be aware that this year's conference will only be held virtually and it will take place over the course of 2 mornings (May 19 & May 20th).
This CTCPA conference updates practitioners on a variety of topics in the employee benefit plans area.
Designed For
Auditors of employee benefit plans or who advise companies in this area, as well as benefit plan administrators
Notice
By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy.
Tuesday, May 19
General Session
- DOL Update
Speakers: 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
Join Marcus Aron and Jason Newman for their annual look at the ongoings of the DOL’s Office of the Chief Accountant (more details coming soon).
Credits: 2.4 - Auditing
This session is available to registrants only.
General Session
- EBP Accounting & Auditing Update
Speakers: Erin (Swaney) Breit, CPA - Audit Principal, ERISA Services Practice, BDO
Michael Belonio - Principal at BDO USA
This session will touch on current and hot topics in employee benefit plans, including new accounting and auditing standards and current practice issues.
Credits: 0.5 - Auditing
Credits: 0.5 - Accounting
This session is available to registrants only.
General Session
- Fiduciary Oversight
Speaker: Stephen Michaels - Certified Plan Fiduciary Advisor at Smith Brothers Financial, LLC
Session details coming soon
Credits: 1 - Specialized Knowledge
This session is available to registrants only.
Wednesday, May 20
General Session
- SECURE 2.0 Act: Opportunities and Complications
Speaker: David M. Beck, CPA, QPA, ERPA, Senior ERISA Consultant, Summit Financial Group, Inc.
SECURE Act 2.0 adds substantial opportunities to increase retirement savings, including lucrative tax credits for new Plans and increased contribution limits. It also adds substantial complications, like a) super catch-ups (effective in 2025); and b) mandatory auto enrollment (effective in 2025 for newer Plans) and mandatory Roth Catch-ups (effective in 2026)—just to name a few. Auditors will need to be aware of these changes when planning their 2025 audits. During this session we will dive into the good, the bad and the ugly of SECURE 2.0 Act.
Credits: 1.8 - Specialized Knowledge
This session is available to registrants only.
General Session
- Peer Review Update: What Peer Reviewers are Looking For (and Finding) in ERISA Audits
Speaker: 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 - Auditing
This session is available to registrants only.
General Session
- Systems of Quality Management for CPA Firms performing Employee Benefit Plan Audits
Speaker: Bill Gassel - National Director of Monitoring and Remediation at CohnReznick
This session will address the requirements of the AICPA’s quality control standard for firms, SQMS 1, A Firm’s System of Quality Management, and also discuss requirements of AICPA SAS 146, Quality Management for an Engagement Conducted in Accordance with Generally Accepted Auditing Standards, as they pertain to the performance of Employee Benefit Plan Audits.
Credits: 0.4 - Accounting
Credits: 0.4 - Auditing
This session is available to registrants only.
Non-Member Price $414.00
Member Price $289.00