2017 Employee Benefit Plan Conference

Date: May 15, 2017 Location: Columbia, MD CPE: 8 Format: In-Person + Simulcast
EVENT DESCRIPTION

Employee Benefit Plans are important to the hiring and retention of employees for any business. However, they do present challenges to the CPAs engaged to audit them and Plan Sponsors who administer them.  The Employee Benefit Plan Conference equips CPAs in public and private sectors with guidance to better audit and operate Employee Benefit Plans (EBP). The conference offers three tracks (Basic, Intermediate/Advanced and Plan Sponsors), each dealing with issues that impact EBPs.

The Basic track walks through the required audit procedures for CPAs who are new to auditing EBPs.  The Intermediate/Advanced track provides CPAs  an update on accounting and auditing issues, as well as a more in-depth discussion of advanced issues affecting your audit file.  The Plan Sponsor track will feature sessions on anticipating, preparing and effectively responding to government oversight in your EBPs, as well as practical application tips for EBPs. Learn more about accounting, auditing, and reporting requirements, and receive updates on EBP legislative and regulatory issues, including current developments at the Department of Labor.

*If you choose to attend the simulcast, please note that only certain sessions will be offered in this format.*

EVENT DETAILS
PROFESSIONAL AREAS OF FOCUS
Accounting & Auditing Employee Benefits Tax
CPE FIELD OF STUDY
Auditing (8 Credits)
WHO SHOULD ATTEND
If you are a CPA working in the corporate environment, interested in performing these types of audits, advising corporate clients, or are a plan sponsor you need to be here.
COURSE LEVEL
Intermediate
LOCATION

AGENDA

DAY 1 of 1 May 15, 2017
7:30 am - 8:00 am
Registration and Continental Breakfast
8:00 am - 8:10 am
Welcome to the Day
8:10 am - 8:40 am
*Department of Labor Update*

Speaker: Michael Auerbach, CPA, Employee Benefits Security Administration

8:40 am - 9:25 am
*Recent Developments in Employee Benefits and Executive Compensation*

Speaker: Henry Smith, Smith & Downey

9:25 am - 9:40 am
Networking Break
9:40 am - 11:30 am
01- Basic Audit Workshop: 1 of 3

Speakers: Marilee Lau, CPA, KPMG & Michael Auerbach, CPA, Employee Benefits Security Administration

Please note, it is recommended that you plan to attend all 3 sessions of these sessions as a continuous track. They are not duplicate courses.

*02- Intermediate/ Plan Sponsor: Definition of Compensation*

Speaker: Adam Meehan, Smith & Downey

A lot of retirement plans, no matter how well-intentioned or maintained, will have at least one compliance gap involving the definition of compensation.  The IRS has confirmed that this type of error is one of the most common they see when auditing plans.  This session will cover items that plan sponsors should be thinking about with plan design (e.g., exclusions), common errors in administration, how to correct those errors, and discuss best practices for coordination between payroll and plan administration.

11:30 am - 12:30 pm
Lunch
12:30 pm - 1:45 pm
03- Basic Audit Workshop 2 of 3

Speakers: Marilee Lau, CPA, KPMG & Michael Auerbach, CPA, Employee Benefits Security Administration

Please note, it is recommended that you plan to attend all 3 sessions of these sessions as a continuous track. They are not duplicate courses.

*04- Intermediate/ Advanced: A&A Update*

Speaker: Heather Karpawich, Grant Thornton LLP

05- Plan Sponsors: Anticipating, Preparing and Effectively Responding to Government Oversight of Your Employee Benefit Plans

Speakers: Mark Flanagan, Aronson LLC & Andrea O’Brien, Esq., IslerDare PC

Growing concerns over the adequacy of retirement income, heightened scrutiny of plan fiduciaries, and increased disclosure requirements, combined with rigorous oversight by the IRS and the DOL’s Office of Chief Accountant and Employee Benefits Security Administration, are enough to keep any plan sponsor up at night.  Join us for a panel discussion where we will discuss steps that plan sponsors can take to anticipate, prepare, and effectively respond to government inquiries of all types regarding employee benefit plans.  Topics to be addressed include:

  • The basics of what an IRS or DOL inquiry means to you; the dos and don’ts of responding to a regulator.
  • What are the “hot button” issues that are the focus of IRS and DOL plan reviews and of recent surges in plan-related litigation; how real are those risks; and what strategies can you implement to mitigate those challenges?
  • What kind of oversight and monitoring should you be doing of your plan’s operations?
  • What “best practices” should plan sponsors be following today’s regulatory environment?

 

1:45 pm - 2:00 pm
Networking Break
2:00 pm - 3:15 pm
06- Basic Audit Workshop 3 of 3

Speakers: Marilee Lau, CPA, KPMG & Michael Auerbach, CPA, Employee Benefits Security Administration

Please note, it is recommended that you plan to attend all 3 sessions of these sessions as a continuous track. They are not duplicate courses.

*07- Intermediate/ Advanced: Advanced Issues Affecting Your Audit File*

Speakers: Jennifer Downs, CPA, Benefit Audit Group, LLC and Kate Petrillo, CPA, Aronson LLC

This session will be dedicated to advanced issues that often create challenges in our audit engagements.  Topics include auditing in an electronic environment, initial audit procedures, proper use of SOC 1s and other unique audit considerations for DC, DB, H&W and ESOPs.

08- Plan Sponsor: Practical Takeaways for Employee Benefit Plans

Speakers: Chris Schneider, AIF®, C(k)P® Director – Pension Division, Brian G. Lizzi, AIF®, CFS®, C(k)P® Senior Retirement Plan Consultant & Rebecca G. Bayne Director of Compliance and Group Benefits, TriBridge Partners

 

3:15 pm - 3:30 pm
Networking Break
3:30 pm - 4:30 pm
*End-note: Cyber Security*

Speakers: Jeff Bathurst, SC&H Group,  Leslie Kirsch, Bond Beebe Forensics, & Michael Auerbach, Employee Benefits Security Administration

MACPA MEMBER


$ (% off)
$300.00
Price includes $xx early registration discount(s) - expires xx/xx

NON-MEMBER


$ (% off)
$400.00
Price includes $xx early registration discount(s) - expires xx/xx
REGISTER FOR THIS EVENT
Loading