As you aim for quality, excellence and efficiency in your employee benefit plan audit practice, spend a day with us to explore standards, issues and strategies that are on the horizon for 2025 and beyond.
DESIGNED FOR
CPAs involved in the auditing of employee benefit and pension plans
HIGHLIGHTS
8-8:50 a.m.
SECURE 2.0: What We Know Now, What’s Next and Future Expectations
Tyler Reedman, CFP - HFM Investment Advisors, LLC
Back by popular demand after last year’s deep dive into SECURE 2.0, Tyler returns with fresh insights on where things stand today. This session will cover the latest guidance, clarify what’s still uncertain and break down how these changes are reshaping retirement plans in real time. Tyler will also share his thoughts on what could be coming next — and how potential developments, including whispers of SECURE 3.0, might shape the future. Walk away with actionable strategies to help your clients stay ahead in this evolving landscape.
9-9:50 a.m.
Form 5500
Olga Meadowcroft, CPA - RSM US LLP
This session offers a practical review of Form 5500 and its related schedules, addressing common practitioner questions and potential pitfalls to ensure accurate compliance.
10-11:15 a.m.
Department of Labor Update
Michael Auerbach, CPA – U.S. Department of Labor
Hear from the Employee Benefits Security Administration's Office of the Chief Accountant about new developments and essential measures for ERISA compliance.
11:25 a.m.-12:15 p.m.
Internal Controls
Jamie Polak, CPA – CliftonLarsonAllen LLP
Matthew Charne, CPA – CliftonLarsonAllen LLP
This session will cover internal controls specific to employee benefit plans, focusing on information technology general controls and system and organization controls reports.
12:15-12:45 p.m.
Lunch Break
12:45-1:35 p.m.
Fraud and Regulation
Rance Buss, CPA - Weaver, LLP
Sean, Perry, CPA - Weaver, LLP
This session will focus on where fraud is likely in an employee benefit plan with special emphasis on the audit requirements related to fraud. You will review areas at risk for fraud and recent fraud cases, and learn how to develop audit procedures to enhance the detection of material fraud.
1:45-3 p.m.
Common Reporting and Auditing Issues
Sean Linde, CPA – WithumSmith+Brown, PC
Jay Lauretta, CPA – WithumSmith+Brown, PC
This session will cover the most common deficiencies encountered while performing audits of employee benefit plans.
3:10-4 p.m.
AICPA and EBPAQC EBP Audit Resources
Sue Hicks, CPA - AICPA
Melinda Nolan, CPA - AICPA
Explore the AICPA’s resources that are available to help you perform efficient and effective EBP audits, including those that specifically address many of the audit quality issues identified by the DOL in its 2023 audit quality study.
TAKE THEIR WORD FOR IT…
Past attendees say:
- As always, excellent conference.
- This was the best EBP seminar to date
- Excellent, thank you so much for the hard work put into it!
- Always like the DOL update.
- I have been attending this event for many years. This was the best presentation. Speakers were good and all the topics were interesting and relevant.