Tuesday, May 21, 2024
8:00am-9:15am
A – Department of Labor: The Latest Updates
Credits: 1.5 AI
Michael Auerbach
Employee Benefit Security Administration
,
Washington, DC
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. Find out what good work looks like and how to avoid pitfalls often plaguing benefit plan audits.
9:25am-11:05am
B- A&A Update for Employee Benefit Plans: Trends, SAS 145, and Form 5500
Credits: 2.0 AO
Anne E. Morris, CPA
Windham Brannon, PC
,
Atlanta, GA
Nathan S. Lummus, CPA
Partner of Audit and Advisory Service
/
MJCO, LLC, DBA Marshall Jones
,
Alpharetta, GA
Discuss recent audit and accounting standards that impact employee benefit plan audits. Also, review the new risk assessment standard (SAS 145) effective for 2023 EBP audits. The discussion will include implementation considerations, assessment of risk, IT General Controls and the new changes to Form 5500 for 2023.
11:15am-12:30pm
C- Compliance Crossroads: Navigating IRS Reviews, DOL Reviews, Peer Reviews and Late Filing
Credits: 1.5 AI
Melissa C. Herbert, CPA
Partner
/
Warren Averett, LLC
,
Atlanta, GA
Ilene H. Ferenczy, J.D., CPC, APA
Ferenczy Benefits Law Center LLP
,
Atlanta, GA
Delve into crucial topics, including IRS review, DOL review, peer review and late filing. Gain valuable insights and strategies to navigate the complexities of regulatory compliance, mitigate risks and ensure the smooth operation of employee benefit plans in today's dynamic regulatory landscape.
1:00pm-2:15pm
D1- Trends in EBP Audits: Technology, AI, and Offshore Outsourcing
Credits: 1.5 AI
Candace A. Jackson, CPA
Moore Colson CPAs and Advisors
,
Atlanta, GA
Sean Bailey, CPA
AssurancePrep, Inc.
,
Toronto, ZZ
Rachel Leininger
DataSnipper
,
New York, NC
Richard Miller
Smith & Howard, PC
,
Atlanta, GA
Join our panel of experts to explore considerations regarding using the latest trends in EBP audits. Discuss technology, AI and offshore outsourcing with considerations for increasing efficiency, accuracy and insights, as well as best practices and any necessary precautions. Explore real-world examples and case studies showcasing how these trends reshape the EBP landscape.
1:00pm-2:15pm
D2- Retirement Plan Investment Selection, Cost Structures, and Oversight Requirements
Credits: 1.5 AI
Jeffery J. Seay, CPA, CIT
Managing Partner
/
Seay & Weissinger, LLC --
,
Atlanta, GA
Clay Brinson, CFP
Northwestern Mutual
,
Atlanta, GA
Discuss the process used by plan sponsors, with the assistance of registered investment advisors, to select investments to be used by a plan. Examine the various investment frameworks, cost structures, revenue-sharing arrangements, and ongoing investment oversight requirements. Review how auditors examine investments and cost structures during the annual audit.
2:25pm-3:40pm
E- Employee Benefits: Legal Update
Credits: 1.5 AI
Edmund Emerson III
Morris, Manning & Martin, L.L.P.
,
Atlanta, GA
Scott Wagner, J.D., LL.M
Morris, Manning & Martin, L.L.P.
,
Atlanta, GA
Ryan Gorman, J.D.
Morris, Manning & Martin, L.L.P.
,
Atlanta, GA
The panel will discuss recent employee benefits developments and provide insight into recent updates, issues, and trends. Topics will include SECURE Act 2.0 updates, lessons learned from recent IRS and DOL audits, updates to IRS correction procedures, and frequently asked questions from clients.
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