Department of Labor Update: 2024 Employee Benefit Plans Conference
Available Until Monday, March 31, 2025
Online
2.30 Credits
Member Price $59.00
Non-Member Price $94.00
Overview
Join Marcus Aron from the DOL’s Office of the Chief Accountant and Jason Newman for a discussion of the DOL’s audit quality study report – the good, bad, and the ugly. Learn practical considerations for performing EBP audits and common reporting deficiencies to help your clients be compliant with ERISA. Also learn why some audits of employee benefit plans are deemed deficient and what you can do to help make sure your audits are satisfactory.
This session was recorded at CTCPA's Employee Benefit Plans Conference on May 22, 2024.
Designed For
Auditors of employee benefit plans or who advise companies in this area, as well as benefit plan administrators
Leader(s):
Leader Bios
Jason Newman, Partner, CohnReznick LLP
Jason D. Newman, CPA, is a partner with CohnReznick with 28 years of public accounting experience in areas including auditing and strategic business planning. Jason is the Assurance Practice Leader for New England and also co-leads the efforts of our Firm’s Employee Benefit Plan Practice in New England, where he performs audits of defined contribution and defined benefit plans, and is a member of the Firm’s Capital Markets and SEC Practice, where he provides services to a variety of closely held businesses and public companies.
Utilizing his expertise in these areas, Jason has actively developed continuing education and professional resources for the Employee Benefit Plan Practice, including the creation of templates that aid in financial reporting, the performance of control assessment engagements for service organizations, the audits of investment vehicles, and consultation on various employee benefit plan issues.
In his role with the Firm’s Capital Markets and SEC Practice, Jason serves a variety of public and private entities, including private equity partnerships, broker-dealers in securities, SEC registrants, investment advisors, real estate entities, third party administrators, and insurance operations. Jason has gained additional expertise in providing technical accounting support to the firm’s litigation support practice and in providing business advisory services for a variety of closely-held businesses
Marcus Aron, Chief, Div. of Accounting Svcs, U.S. Department of Labor Employee Benefits Security Admin.
Mr. Aron has over thirty years of experience with EBSA working with audits of ERISA-covered plans. As the Chief, Division of Accounting Services, Mr. Aron’s responsibilities include implementation of EBSA’s CPA Firm Inspection Program, providing technical assistance to plan filers and plan professionals, and providing ERISA-related accounting and auditing expertise within EBSA.
Mr. Aron is a certified public accountant and holds a B.B.A. degree with a major in accounting from the College of William and Mary in Virginia.
Non-Member Price $94.00
Member Price $59.00