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8.0 Credits

This CTCPA conference updates practitioners on a variety of topics in the employee benefit plans area.
Download the conference flyer.

Designed For

Auditors of employee benefit plans or who advise companies in this area, as well as benefit plan administrators


Please select the appropriate session or option below to continue with your online purchase.

Thursday, May 16, 2019

General Sessions

Presented by:  Michael E. Auerbach, CPA - Chief Accountant, Employee Benefits Security Administration, U.S. Department of Labor

Jason D. Newman, CPA - Partner at CohnReznick LLP

What's going on at the Department of Labor that will impact your benefit plan audits this year?  The DOL will share their insights with you, including details about the Department's ongoing audit quality enforcement program.  Find out what good work looks like and how to avoid the pitfalls that most often plague benefit plan audits that result in the rejection of Form 5500 filings.  Includes 30-minutes for Q&A.

Presented by:  Ian A. MacKay, CPA, CGMA - Director, AICPA Employee Benefit Plan Audit Quality Center


This session will help you perform efficient and effective EBP audits. Topics include:
• EBP audit focus areas, including internal control and risk assessment
• New EBPAQC tools and resources
• AICPA Peer Review and Ethics activities affecting EBP audits 
• Future of Auditing and Enhanced Audit Quality (EAQ) Initiatives

Presented by:  Jason D. Newman, CPA - Partner at CohnReznick LLP


This session will discuss the latest changes to GAAP, GAAS and PCAOB professional standards as they affect employee benefit plan audits and will provide an overview of new AICPA audit quality center resources available to improve overall audit engagement quality. Specific topics will include, but not be limited to:
• Proposed reporting model
• Audit performance reminders and AICPA resources
• Lessons learned from peer review

Presented by:  David Beck, CPA, QPA, ERPA - Director, Consulting & Administration at PASI, LLC


An in depth review of the 2018 Form 5500, including thorough explanations of Schedules C and D.  The goal of this session will be to familiarize you with critical aspects of the Form 5500, thus enabling you to make insightful observations regarding the Forms prepared by the Plan’s service providers.

Presented by:  Michael E. Callahan, EA, CPC, FSPA, RMA®, CWS® - President, Edu4Retirement, Inc.


Fiduciaries of a qualified retirement plan have annual responsibilities that include compliance, investments, fees, service standards, process and procedures and discrimination testing. The process starts with who the employer is and which employees should be included. This session will provide information to assist fiduciaries in completing their duties prudently.

Presented by:  Richard I. Cohen - Partner at Shipman & Goodwin LLP


Will 2019 be a busy year for legal compliance and new legal issues facing retirement plans and employers?   Experienced ERISA lawyer Richard Cohen, of Shipman & Goodwin, will provide a legal review of hot button topics that will need your attention in 2019.

Materials Option:

How would you like to receive your course materials?:

We will print a manual and provide it to you at registration the morning of the program.

Your registration fee includes an electronic copy of the course manual.  Your eMaterials will be available for download in the “My CPE” area of the website one week before the program date. Please note: program cancellations will not be allowed once you have downloaded your eMaterials from the website. 

Copyright note: Reproduction or distribution of the manual or any portion of it is prohibited unless written permission is obtained from the course provider.

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