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Live Webcast

2018 Audits of Employee Benefit Plans Conference


Total Credits: 8 including 8 Auditing- Technical

Average Rating:
   9
Categories:
Accounting and Auditing |  Partner Produced
Faculty:
Rance Buss, CPA |  Rob A. Massa, ChFC, CEBS, AIF, CBC |  Marcus J. Aron, CPA, CGMA |  Lori T. Oliphant |  Rick Krueger, CPA |  Patrick Blanchard |  Aracely Rios, CPA |  Kerri Franz, CPA
Course Levels:
Update
Duration:
8 Hours
License:
Product Setting: Expires 40 day(s) after program date.

Dates


Description

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.

 

Basic Course Information

Learning Objectives
  • Employee Benefits

Major Subjects
  • What's on the Horizon at the Department of Labor
  • Employee Benefit Plan Auditing and Accounting Update
  • Legal developments under ERISA affecting retirement plans
  • Retirement Plan Corrections: To Correct or Not to Correct
  • Plan Mergers, Spin-Offs, Freezes and Terminations

Course Materials

Faculty

Rance Buss, CPA Related Seminars and Products

Partner in Charge/Employee Benefit Plan Services

Weaver, LLP/Houston



Marcus J. Aron, CPA, CGMA Related Seminars and Products

Senior Auditor, Division of Accounting Services, Employee Benefits Security Administration

U.S. Department of Labor, Washington, D.C.



Rick Krueger, CPA Related Seminars and Products

Director

CliftonLarsonAllen LLP


Patrick Blanchard Related Seminars and Products

Managing Director

Alvarez & Marsal Taxand, LLC


Aracely Rios, CPA Related Seminars and Products

Partner

Employee Benefit Plan Services/Weaver LLP


Kerri Franz, CPA Related Seminars and Products

Senior Manager, Employee Benefit Plan Services

Weaver LLP/Houston


Additional Info

Basic Course Information

Prerequisites

None


Advanced Preparation

None


Designed For Auditors providing employee benefit audit and accounting services, benefit plan Administrators and employees of companies with responsibility for accounting and reporting for plan benefits
Original Recording Date

06/27/2018


Yellow Book

No


Course Developer

TSCPA


Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

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


Instructional Delivery Method

Group Internet Based


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Overall:      4.6

Total Reviews: 9