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 23CF-EBPA: MNCPA Audits of Employee Benefit Plans Conference

May 22, 2023  -  Bloomington, MN and Online

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Agenda

Monday, May 22, 2023

8:00 am - 9:20 am

A1. Department of Labor Update
Field of study Auditing - Technical (1.5)
Description Discuss the work being done at Employee Benefits Security Administration’s (EBSA) Office of the Chief Accountant, including the office’s audit quality study and changes to the 2021 Form 5500 to align with SAS 136. Get tips on how to help your... Read more »

9:30 am - 10:20 am

B1. Form 5500 and ERISA Audits
Field of study Auditing - Technical (1)
Description Most clients that sponsor a retirement savings plan must file Form 5500, so you must know how to leverage this form in your audit. Learn more about the 80-120 rule, a deemed loan versus a distribution loan, and how to use Schedule A, C and D to plan... Read more »

10:35 am - 11:50 am

C1. Investment Roundtable
Field of study Auditing - Technical (1.5)
Description Investments play a huge role in employee benefit plans and knowing your way around them in an audit is critical. How do you tell if you have a fully benefit responsive investment contract (FBRIC)? What is the difference between a pooled separate... Read more »

12:45 pm - 1:35 pm

D1. ERISA Compliance Update
Field of study Auditing - Technical (1)
Description Department of Labor (DOL) audits often raise fiduciary breaches, which can result in significant penalties. Audits have also begun focusing on cybersecurity issues and ensuring that participant information is protected. Review current guidance from... Read more »

1:45 pm - 2:35 pm

E1. Emerging Topics for 2023
Field of study Auditing - Technical (1)
Description Employee benefit plan auditors and accountants continue to face challenges in 2023. Prepare for the upcoming filing season and beyond as you explore developments with SAS 136 implementation, mergers and acquisitions, change in service providers and... Read more »

2:50 pm - 4:30 pm

F1. Panel Discussion: Ask the Experts
Field of study Auditing - Technical (2)
Description Take advantage of this interactive session and get answers to your most pressing questions. Get practical help with SOC 1 reports and qualified opinions, what kind of work is required when a plan changes service providers, how much to rely on... Read more »
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Conference management team

Lynn Kletscher
Director of Education
952-885-5513

Deb Griffith
Conference Coordinator
952-885-5509

Leslie Mueller
Exhibitors & Sponsors
952-885-5520

Conference sponsorships

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