2019 Employee Benefit Plan Audit Conference

Description

Employee Benefit Plans (EBPs) present challenges to the CPA firms engaged to audit them. In addition to the dissimilarity they pose from the corporate audit, CPA firms performing EBP audits are subject to the scrutiny of the Department of Labor (DOL).

The Employee Benefit Plan Audit Conference equips CPAs in public practice with guidance on how to perform a quality audit of an EBP.

The conference offers two tracks – Basic and Intermediate/Advanced – 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 and offers a variety of sessions designed to address areas that add complexity to EBP engagements.

The DOL notes they find the highest audit quality deficiency rates in firms performing less than 100 EBP audits. Come learn about the many specialized compliance requirements and audit and accounting rules that affect EBPs to better equip your firm for performing quality audits. Also, receive updates on EBP legislative and regulatory issues, including current developments at the DOL.

*If you choose to attend the simulcast, please note that only certain sessions will be offered in this format.* Those sessions are indicated by the * in the agenda below (intermediate/advanced track).

If you’re interested in sponsoring this event, please contact Amy Puente at amyp@macpa.org.

Provider
Maryland Association of CPAs
Course Level
TBD
Professional Area of Focus
Employee Benefits
CPE Field of Study
Auditing
8
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.
Location
 
Sheraton Columbia Hotel
10207 Wincopin Cir
Columbia, MD 21044 US
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Register Now
When
May 13, 2019
8:00 am - 4:30 pm EDT
Location
Sheraton Columbia Hotel
10207 Wincopin Cir
Columbia, MD 21044 US
Total CPE Credits
8
Format
In-Person + Simulcast

AGENDA

DAY 1 of 1 May 13, 2019
7:30 am - 8:00 am
Registration and Continental Breakfast
8:00 am - 8:10 am
Welcome to the Day
8:10 am - 9:10 am
00 - Department of Labor Update

Speaker: Marcus Aron, CPA, Senior Auditor at U.S. Department of Labor

9:10 am - 9:25 am
Networking Break
9:25 am - 11:00 am
01 - Basic Audit Workshop Session 1

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

02 - *Proper Plan Design and Administration of Retirement Plans – What you need to know

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.

11:00 am - 12:00 pm
Lunch
12:00 pm - 12:55 pm
03 - Basic Audit Workshop Session 2

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

04 - *Accounting and Auditing Update*

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

12:55 pm - 1:10 pm
Networking Break
1:10 pm - 2:40 pm
05 - Basic Audit Workshop Session 3

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

06 - *There is More to Life Than 401(k) Plans*

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

2:40 pm - 2:55 pm
Networking Break
2:55 pm - 4:25 pm
07 - *Electronic Environment Session*

Speakers: Josh Zimmerman, CPA, Audit Manager at HCF&L and Olga Meadowcroft, CPA, Senior Director at RSM US LLP

MEMBER


$ (% off)
$300.00

NON-MEMBER


$ (% off)
$400.00
Become A Member

Register for this Event

2019 Employee Benefit Plan Audit Conference


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