INTUIT

Employee Benefits Conference

Complexity to Clarity.
Date: May 16, 2017
Time: 8:15 am - 4:35 pm program
Location: Chicago, IL
Address: The Standard Club 320 S. Plymouth Ct., 5th Floor, Chicago, IL 60604
Course Code: C42491
CPE: 8 CPE hrs
Cost: $360 members / $445 Non-members
Note: Early Bird: Register by April 25, 2017, SAVE $25!
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Register today

Agenda

7:30 am - 8:15 am Registration and Networking Breakfast

8:15 am - 8:30 am Welcome & Overview of the Day

8:30 am - 9:20 am OPENING SESSION: Department of Labor Update

9:30 am - 12:05 pm CONCURRENT SESSION
Basic Track: Defined Contribution Plan Audit Workshop

9:30 am - 10:45 am CONCURRENT SESSION
Intermediate/Advanced Track: Common Misunderstandings of Form 5500 and Proposed Revisions of Form 5500

10:45 am - 10:50 am Networking Break

10:50 am - 12:05 pm CONCURRENT SESSION
Intermediate/Advanced Track: Accounting & Auditing Update for 401(k) Plans

12:05 pm - 1:00 pm Networking Luncheon

1:00 pm - 3:40 pm CONCURRENT SESSION
Basic Track: Defined Contribution Plan Audit Workshop

1:00 pm - 1:50 pm CONCURRENT SESSION
Intermediate/Advanced Track: The Work Outside of 401(k) Plans

1:50 pm - 2:40 pm CONCURRENT SESSION
Intermediate/Advanced Track: Navigating the Universe of Funds and Fees

2:40 pm - 2:50 pm Networking Break

2:50 pm – 3:40 pm CONCURRENT SESSION
Intermediate/Advanced Track: Overview of Required Compliance Testing

3:40 pm – 4:35 pm CLOSING SESSION
Performing Efficient Audits Under GAAS and DOL