EBPA
Instructions for using the Tab Container template:
Note: there are 2 Sitefinity tabs on the right hand side of this page, "Content" and "Layout". Some template options/widgets will be found in the Content tab and others will be found in the Layout tab.
  1. Navigate to Content tab > Navigation dropdown and drag a ""Navigation widget" onto the page.
  2. Click Edit on the Navigation widget
  3. Choose the radio option for "Custom selection of pages" and click "Change"
  4. Choose the "External URLs" tab and then click "Add external URL".
    Note: All this is doing is creating the titles for the tabs. You only need to provide a Title you do not need to provide a URL, leave this blank.
  5. Navigate to Layout tab > Grid widgets and drag a "tab-container" onto the page directly below the Navigation widget.
  6. Drag and drop any content you would like into each of the tab-container tabs where it says "Tab x content here:"
 
 
April 22, 2025
8:30 a.m. – 4:30 p.m.  |  8 credits (AU)
  
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Ready to register your team? Call our Customer Experience team at 614.764.2727.
Have more questions? Email Larry A. McGrath at [email protected] and we'll be happy to help!
 

 

Get up to speed on employee benefit plans and audits. We have a specially designed boot camp for beginners, and everyone will have the opportunity to hear from the DOL and peer review experts on the latest updates and top audit issues.

 


Unlock access to important topics covering:

  • A U.S. Department of Labor update
  • Accounting and auditing update
  • Retirement legislation update
  • Fiduciary responsibilities, ERISA compliance and best practices
  • Initial plan audit overview
  • Peer review update
  • Form 5500
  • Audit technology
  • Risk management best practices
  • EBP audit beginner bootcamp

 

 

 

Register Now
 
 
 
April 22, 2025
8:30 a.m. – 4:30 p.m.  |  8 credits (AU)
  
Register Now

 
Agenda

April 22, 2025

Virtual

 

Note: This agenda will continue to evolve as we move closer to the event date. Check back for updates.

 

 

1. ERISA Fiduciary Update: The Evolving Landscape
Ed Redder, J.D., Thompson Hine - LinkedIn
David Uhlendorff, J.D., Thompson Hine
  • A refresher on basic fiduciary duties
  • An update on current DOL guidance and the likely impact of the new administration
  • An overview of recent ERISA litigation and trends

2. Accounting & Auditing Update
Michelle Buckley, CPA, AIFA, Vice President, Practice Leader, Meaden and Moore - LinkedIn
  • Update on accounting and auditing issues
  • Discuss SAS 145 year 2 
  • Explore updates on Secure Act 2.0 and potential audit considerations

3. Retirement & Legislative Update
Aaron Lane, Financial Advisor, Edward Jones - LinkedIn
Eric Turner, Director, Distribution, Retirement Solutions - LinkedIn
  • Gain insight into recent legislative changes impacting retirement plans, including tax reforms, contribution limits, and compliance requirements.
  • Understand how upcoming regulatory changes affect retirement plan administration and employer obligations.
  • Learn strategies for maintaining compliance and efficiency in retirement plans amidst evolving legal requirements.

4. Initial Plan Audits Dana Howell, CPA, Director, Sikich - LinkedIn
  • Identify the essential regulatory requirements and documentation needed for an initial employee benefit plan audit.
  • Recognize common risks and compliance challenges in first-time audits to improve audit quality.
  • Learn best practices for planning and executing an effective and efficient initial plan audit.

5. Navigating DOL Investigations: Enforcement Trends and Practical Strategies
Nate Ingraham, J.D., Managing Associate, Thompson Hine - LinkedIn
Katie Kohn, J.D., Partner, Thompson Hine - LinkedIn
  • Review the Department of Labor’s latest enforcement initiatives, including current projects and anticipated focus areas under the Trump Administration.
  • Gain practical insights into how DOL investigations begin and what to expect throughout the audit process.
  • Analyze recent enforcement actions and real-world scenarios to identify common compliance pitfalls and develop best practices for minimizing risk during a DOL investigation.

6. EBP Audit Bootcamp
Marilee Lau, CPA - LinkedIn
  • Develop a strong foundation in employee benefit plan audit fundamentals, including key regulations and standards.
  • Identify common audit deficiencies and strategies to enhance audit quality and compliance.
  • Apply practical techniques to improve efficiency and accuracy in employee benefit plan audits.

7. Common Deficiencies in Employee Benefit Plans
Peter Zender, CPA, A&A and Technology Trainer, Galasso Learning Solutions - LinkedIn
  • Understand recent peer review findings and their impact on employee benefit plan audits.
  • Identify common audit quality issues and strategies for improvement.
  • Learn best practices from audit quality experts to enhance compliance and performance

8. What you Need to Know: Form 5500
Krystal Mitchell, CPA, Manager, Assurance and Advisory, SEK, CPAs & Advisors - LinkedIn
  • The form 5500 session will provide an overall review of the Form 5500 and related schedules.  
  • From the audit perspective we will cover best practices for reviewing and reconciling the Form 5500 and related schedules to the Financial Statements. 
  • We will also briefly discuss instances where you might expect Form 5500 reporting to differ from Financial Statement reporting.

9. Emerging Technology for an Efficient Audit
Kim Conaway, CPA - Director of Product Management Audit, Wolters Kluwer - LinkedIn
  • Explore emerging technologies that enhance efficiency and accuracy in employee benefit plan audits.
  • Understand how data analytics and automation can improve audit quality and compliance.
  • Learn best practices for integrating technology into the audit process to streamline workflows.

10. Risk Management
Duncan Will, CPA/ABV/CFF, CFE, Loss Prevention Director & A&A Specialist, CAMICO - LinkedIn
  • Identify key risk factors in employee benefit plan audits and their potential impact.
  • Develop strategies to mitigate risks and enhance audit effectiveness.
  • Learn best practices for implementing a risk-based approach to auditing.

 

 

 
 
April 22, 2025
8:30 a.m. – 4:30 p.m.  |  8 credits (AU)
  
Register Now
  
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