LIVE STREAM: 2024 Employee Benefit Plan Conference (LS13026)

Tuesday, May 21, 2024 / Live Stream, 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. Receive in-depth coverage of the most recent matters affecting employee benefit plans, from best practices to peer review issues.

 

Event Status: OPEN

Event ID: #LS13026

CPE: 8.0 credits

Total Price: $299.00

Other Attendance Options

These related conferences are also available for purchase.

No Thanks
 

TOPICS
> Department of Labor: The Latest Updates
> A&A Update for Employee Benefit Plans: Trends, SAS 145, and Form 5500
> Compliance Crossroads: Navigating IRS Reviews, DOL Reviews, Peer Reviews and Late Filing
> Trends in EBP Audits: Technology, AI, and Offshore Outsourcing
> Retirement Plan Investment Selection, Cost Structures, and Oversight Requirements
> Employee Benefits: Legal Update


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.

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

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.

-
EMaterials

Conference Site

GSCPA Live Stream
Live Stream, GA 00000

 

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

Early Bird Registration

$299 GSCPA Members, $399 Non-Members (by 4/30/2024)

 

Standard Registration

$359 GSCPA Members, $459 Non-Members

 

Late Registration

$399 GSCPA Members, $499 Non-Members (after 5/17/2024)