2022 Employee Benefit Plan Conference (13026)

Thursday, May 19, 2022 / Atlanta, GA

The world of employee benefit plans is continually evolving. Sharpen your technical proficiencies, develop your leadership skills and learn about the latest updates, opportunities and issues affecting employee benefit plans. Discuss plans, guidance and tools with local and national thought leaders.

Alternate Attendance Option
Live Stream (LS13026) >

Download the Brochure (PDF) >

 

Event Status: CLOSED – Please contact the CPE Department at 404-231-8676, Opt. 3 or 800-330-8889, Opt. 3 for additional assistance.

Event ID: #13026

CPE: 8.0 credits

Total Price: $340.00

Other Attendance Options

These related conferences are also available for purchase.

No Thanks
 

Receive in-depth coverage of the most recent matters affecting employee benefit plans, from best practices to peer review issues. It's critical to have the most relevant and valuable information to make informed decisions.

TOPICS
> Department of Labor: The Latest Updates (A&A)
> Common Plan Operational Deficiencies and Approved Correction Methods (A&A)
> Accounting & Auditing Update, Including SAS 136 (A&A)
> Defined Benefit and Health and Welfare Plans – What’s New and Different About Them (A&A)
> Real World Audit Procedures and How to Perform Them More Efficiently (A&A)
> Cybersecurity – DOL Guidelines, DOL Audits, and Other Best Practices (A&A)
> What You Need to Know About Plan Mergers, Spin-Offs, Terminations and Common Pitfalls (A&A)
> Conference Wrap Up and Phone a Friend (A&A)


MATERIALS

This conference is a paperless conference and all materials will be available electronically as PDFs. Materials will be available for download in advance and participants will receive an email when they are available. For more information about eMaterials, visit ematerials.gscpa.org.

Thursday, May 19, 2022

8:05am-8:55am
A - Department of Labor: The Latest Updates (A&A) Credits: 1.0 AA

Jean M. Malis, CPA
Partner / Hancock Askew & Co, LLP , Peachtree Corners, GA

Lynne McMennamin, CPA
US Department of Labor (PWBA) , Washington, DC

During this session, we’ll discuss the work being done at EBSA's Office of the Chief Accountant. We will include a discussion of the office’s audit quality study and changes to the 2021 Form 5500.   We’ll discuss tips on how to help your clients be compliant with ERISA. Learn common reporting deficiencies, including common errors in reporting on supplemental schedules. 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. 

9:05am-10:20am
B - Common Plan Operational Deficiencies and Approved Correction Methods (A&A) Credits: 1.5 AA

Jeffery J. Seay, CPA, CIT
Managing Partner / Seay & Weissinger, LLC -- , Atlanta, GA

Edmund Emerson III
Morris, Manning & Martin, L.L.P. , Atlanta, GA

Receive an update on recent IRS/DOL correction method changes and review examples of common operational errors and approved methods for correcting those errors to bring the plan into compliance with the IRC. At the end of the session, there will be time for questions from the audience. 

10:30am-12:10pm
C - Accounting & Auditing Update, Including SAS 136 (A&A) Credits: 2.0 AA

Anne E. Morris, CPA
Windham Brannon, PC , Atlanta, GA

Melissa C. Herbert, CPA
Audit Manager / Warren Averett, LLC , Atlanta, GA

Discuss an overall A&A update while focusing more on SAS 136. Cover all you need to know about SAS No. 136, Forming an Opinion and Reporting on Employee Benefit Plans Subject to ERISA. Gain an understanding of SAS No. 136 and discuss what you should be doing for the new performance requirements. Discussion includes engagement acceptance considerations, risk assessment and response relating to relevant plan provisions and reportable findings and required procedures relating to the ERISA section 103(a)(3)(C) audit.

1:05pm-2:20pm
D1- Defined Benefit and Health and Welfare Plans – What’s New and Different About Them (A&A) Credits: 1.5 AA

Christopher Rouse, CPA
Windham Brannon, PC , Atlanta, GA

Drill down on what’s different about SAS 136 and sec. 103 for DB and H&W plans. Look at specific areas where peer reviewers have found nonconforming engagements in these types of plans and give you insights into how to avoid being nonconforming. Hear this experienced auditor and peer reviewer and take away valuable knowledge.

1:05pm-2:20pm
D2- Real World Audit Procedures and How to Perform Them More Efficiently (A&A) Credits: 1.5 AA

Anne E. Morris, CPA
Windham Brannon, PC , Atlanta, GA

Brian T. Muia, CPA
Loblolly Solutions , Atlanta, GA

Cover detailed testing practices and audit procedures in EBP audits and workpaper templates. Review best practices on documentation and overall efficiency tips. The presentation will show illustrative examples and templates in each of the main sections of an EBP audit.

2:30pm-3:45pm
E1- Cybersecurity – DOL Guidelines, DOL Audits, and Other Best Practices (A&A) Credits: 1.5 AA

Candace A. Jackson, CPA
Moore Colson CPAs and Advisors , Atlanta, GA

Oscar J. Powell III, CPA
Moore Colson CPAs and Advisors , Atlanta, GA

In April 2021, the DOL issued some Cybersecurity Best Practices for Plan Sponsors, Service Providers and Individuals. Discuss best practices, how plan sponsors are responding, what that means for EBP auditors and steps the DOL is already taking in this area. Also, discuss SOC 2 reports, cybersecurity guarantees and examples of proactive versus reactive communication from service providers.

2:30pm-3:45pm
E2- What You Need to Know About Plan Mergers, Spin-Offs, Terminations and Common Pitfalls (A&A) Credits: 1.5 AA

Melissa C. Herbert, CPA
Audit Manager / Warren Averett, LLC , Atlanta, GA

Bruce J. Burkholder, CPA
Robins, Eskew, Smith & Jordan - RESJ , McDonough, GA

Understand GAAP and tax treatment for mergers, terminations and spinoffs. Explore the impact on financial and Form 5500 reporting, common pitfalls, and audit procedures relating to these events.

3:55pm-4:25pm
F - Conference Wrap Up and Phone a Friend (A&A) Credits: 0.5 AA

Jeffery J. Seay, CPA, CIT
Managing Partner / Seay & Weissinger, LLC -- , Atlanta, GA

Anne E. Morris, CPA
Windham Brannon, PC , Atlanta, GA

Melissa C. Herbert, CPA
Audit Manager / Warren Averett, LLC , Atlanta, GA

Wrap up the day and get your most challenging questions on employee benefit plans answered by experts in the field. The panel includes authorities in the plan areas most relevant to CPAs, including accounting, auditing and legal. Submit your questions throughout the day or bring them to the session.

-
EMaterials

Conference Site

GSCPA Learning Center
6 Concourse Pkwy Ste 800
Atlanta, GA 30328

404-231-8676

 

For more information about hotel reservations, please refer to the information tab.

Directions

Free Parking There is no charge for parking when visiting the GSCPA Learning Center and offices. Please do not park in the reserved spaces or those areas designated “Short-term Visitor Parking.” Cars are subject to towing if left in these areas. Parking is also free at most off-site course locations. NEW PARKING POLICY: GSCPA would like to thank you for your continued patience while we transition to a new parking procedure implemented by building administration. We have listed helpful information below for your convenience. Concourse Parking Garage Directions GSCPA has designated parking on the top floor (the 9th and 10th level) of the parking deck for all seminar and conference guests attending a course at the GSCPA Learning Center. Directions to elevator and staircase access points are listed as follows: Elevator Access - Follow signs up to level 9 and make an immediate right at the uncovered floor opening to find parking by the elevators labeled 9 East Elevators (the station is marked in blue). Take the elevator down to the main level (Level 3). Make a left from the elevators and follow covered walkway signs to the Concourse 6 building. Stairway Access - Follow signs up to level 10 and look for stairway entrance marked in blue and labeled 10. You can reach the elevators from this floor by taking the stairs down one flight and entering the elevators from level 9. Take the stairs/elevators down to the main level (level 3) and follow signs to Concourse 6 building. The parking deck is located directly across from the GSCPA Learning Center in the Concourse 6/King Building, Suite 800. Parking in undesignated areas, reserved spots or 2-hour visitor parking will result in your vehicle being booted. *GSCPA is not liable for booting fees due to failure to follow instructions or breaking parking policies*
Click here to see a map.

Late Registration

$380 GSCPA Members, $480 Non-Members (after 5/16/2022)