Employee Benefit Plans are important to the hiring and retention of employees for any business. However, there are many aspects of plan operations that if not properly administered by plan sponsors can lead to errors and possible loss of exempt status. The Employee Benefit Plan Audit Conference equips CPAs who audit these Employee Benefit Plans with guidance on planning and performing more efficient and effective audits in accordance with the AICPA Audit and Accounting Guide and Department of Labor audit requirements.
This year’s topics will include:
Department of Labor Update
SAS 136 – Best Practices, Lessons Learned
Vendor panel – we will discuss tech trends, tips, the changing environment, next best question to get audit evidence
We are in the process of planning this year’s conference and would appreciate your input!
Our presenters want to make sure these sessions are valuable to you, so feel free to use this link to view our topics and ask a question you would like answered during the presentation.
Speaker: Julie Tracy, MS, WGU, Manager, Withum Cyber
Most businesses have an information security program that is managed by the CISO or CIO (depending on the size and scope of the business). The focus of these programs is protecting the confidentiality, integrity and availability of the technology assets and information they store and process. We will discuss how to ensure that the overall Information Security Program of a business includes the Department of Labor cybersecurity best practices for the Employee Benefit Plan.
Nelly Gizdova, CPA, Principal, UHY, LLP
Kate Petrillo, CPA, CGMA, Partner, Aprio, LLP
Josh Zimmerman, CPA, Principal, Handwerger, Cardenga, Gunkhouser & Lurman, PA