Total Credits: 8 including 8 Auditing- Technical
TSCPA's convenient one-day Audits of Employee Benefit Plans Conference provides an opportunity to learn about recent regulatory updates from the Department of Labor and the Internal Revenue Service.
The conference will provide updates on accounting and auditing standards in addition to helpful tools to assist you in maintaining your edge and delivery on expectations to your clients.
Lastly, gain insight from a panel of experts in a Q&A session at the end of the day you won't want to miss.
Agenda:
8:30am - What’s on the Horizon at the Department of Labor
Marcus Aron/Senior Auditor at U.S. Department of Labor/Employee Benefits Security Administration/U.S. Department of Labor/Washington, D.C.
Learn the latest news and updates from the DOL. Discuss the current EBSA audit quality and other current regulatory and compliance initiatives.
10:00am - Employee Benefit Plan Auditing and Accounting Update
Rance Buss, CPA/Partner/Employee Benefit Plan Services/Weaver LLP
Hear emerging practice issues, as well as, current accounting, auditing, and reporting developments impacting your employee benefit plan audits. Also included are a debrief accounting and auditing issues that affected the 2016 audits of employee benefit plans, discussion on accounting and auditing considerations for the 2017 audits and topics that are on the horizon.
11:00am - Legal developments under ERISA affecting retirement plans
Lori T. Oliphant,/Shareholder/Winstead PC
Learn more about the top developments under ERISA during the last 12 months. We will also discuss effective strategies for addressing applicable changes in form or operation of retirement plans resulting from these legal changes.
12:50pm - Investments Refresher: Proper Identification and Disclosure Tips
Rick Krueger, CPA/Director/CliftonLarsonAllen LLP
Robert Massa/Managing Director, Houston Operations Retirement Practice Leader/Qualified Plan Advisors
Over the past few years, we have seen three trends significantly impact investments within employee benefit plans: a drive toward greater transparency and lower fees by regulators, increased financial reporting and disclosure requirements and industry developments that result in plan sponsors adjusting the types of investments held.
Learn practical tips about how plan sponsors are adapting to external forces, the impact on annual reporting, and the impact on the financial statement audit from both the plan sponsor and auditor perspectives.
2:20pm - Retirement Plan Corrections: To Correct or Not to Correct
Patrick Blanchard/Managing Director/Alvarez & Marsal Taxand, LLC
Rance Buss, CPA/Partner/Employee Benefit Plan Services/Weaver LLP
We quite frequently run into various operational errors during our plan audits. Gain an overview of the most common errors and the various ways they can be corrected, including what should be corrected and when/how to correct it, employer case studies to provide common errors detected during audits
Updates on the correction plans offered by the IRS and DOL.
3:10pm - Plan Mergers, Spin-Offs, Freezes and Terminations
Aracely Rios, CPA/Partner/Employee Benefit Plan Services/Weaver LLP
Kerri Franz, CPA/Sr. Manager/Employee Benefit Plan Services/Weaver LLP
Corporate transactions can take a variety of forms, including stock sales, assets sales, mergers, spin-offs and bankruptcies. This session focuses on audit considerations applicable to qualified retirement plans affected by such transactions including the characteristics of mergers, spin-offs, freezes and terminations, proper accounting presentation and suggested auditing procedures
4:10pm - Q&A - All Speakers Panel
Get 20 minutes of important time with the experts for answers to your questions. Take home valuable pointers from the conference.
Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase |
Rance Buss - Employee Benefit Plan A&A Update slides (3.03 MB) | 24 Pages | Available after Purchase |
Patrick Blanchard & Rance Buss - VFCP and Retirement Plan Corrections (0.57 MB) | 12 Pages | Available after Purchase |
Marcus Aron - What's on the Horizon at the Department of Labor (1.38 MB) | 31 Pages | Available after Purchase |
Lori Oliphant - Retirement Plan Investments (0.50 MB) | 35 Pages | Available after Purchase |
Aracely Rios & Kerri Franz - Acctg Auditing for Plan Mergers Terminations (1.99 MB) | 13 Pages | Available after Purchase |
Krueger_Presentation_Slides_Handout (5.15 MB) | Available after Purchase |
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06/27/2018
No
TSCPA
Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Group Internet Based
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