Dive into the latest regulatory developments at the Office of the Chief Accountant and discuss how they could impact this season’s benefit plan audits. Hear about ongoing challenges for auditors of employee benefit plans and gain valuable insights to ensure your audits meet professional and regulatory standards. 

Speaker:
Marcus Aron, CPA, CGMA, Chief, Division of Accounting Services, Office of the Chief Accountant | U.S. Department of Labor 

Session description coming soon!

Speaker:
Elham "Ellie" Fayyazi, JD, Chief of Criminal Investigation Division | Department of Labor Employee Benefits Security Administration

Discuss the latest ERISA and Code developments impacting auditors, including changes under the SECURE 2.0 Act, new IRS guidance on long-term, part-time employees for Section 403(b) plans, and changes to the Department of Labor’s Voluntary Fiduciary Correction Program.

Speakers:
Haley Dow, JD, Associate | McDermott Will & Emery LLP
Jake Mattison, JD, Partner | McDermott Will & Emery LLP

Receive an update on employee benefit plans (EBP) accounting and auditing, with a special focus on the latest insights from the AICPA’s EBP Expert Panel and activities in the EBP Quality Center. 

Speakers:
Debbie Smith, CPA, Partner, Audit Services | Grant Thornton LLP
Austin Zarbuck, CPA, Director | Grant Thornton LLP

Examine real life examples of accounting and auditing issues identified through peer reviews and apply practical examples to learn how to avoid these issues in future audits.

Speakers:
Rance Buss, CPA, Partner in Charge, Employee Benefit Services | Weaver

Analyze how to properly use SOC reports in your employee benefit plan audit, and how to avoid findings from internal and external examinations from improper use or documentation. Discuss the right way to evaluate the SOC report for risk assessment, and how to ensure you’ve documented your review and assessed any issues in order to reduce testing and other procedures.  

Speaker:
Lara Stanton, CPA, Principal | Sikich LLP

Speaker:
Marcus Aron, CPA, CGMA, Chief, Division of Accounting Services, Office of the Chief Accountant | U.S. Department of Labor

Examine the fundamentals required to audit 401(k) employee benefit plans in accordance with AICPA standards and ERISA requirements. You’ll be introduced to situations, and solutions, unique to employee benefit plans. Bring your own questions and real-life examples to share! 

Speaker:
Marilee Lau, CPA, Consultant and Retired Partner | KPMG LLP

A continued examination of the fundamentals required to audit 401(k) employee benefit plans in accordance with AICPA standards and ERISA requirements. Dive deep into situations and solutions unique to employee benefit plans. Bring your own questions and real-life examples to share!

Speaker:
Marilee Lau, CPA, Consultant and Retired Partner | KPMG LLP