Show Menu

Help  |  Pay an Invoice  |  My Account  |  CPE Log  |  Log in


 25CF-EBPA: MNCPA Audits of Employee Benefit Plans Conference

May 19, 2025  -  Bloomington, MN and Online

Register

Agenda

Monday, May 19, 2025

8:00 am - 9:15 am

A1. Department of Labor Update
Speaker Jennifer Keim
Field of study Auditing - Technical (1.5)
Description Regulatory changes are reshaping employee benefit plan audits, and staying ahead is critical. Dive into the latest updates from the Department of Labor’s Office of the Chief Accountant, including key revisions to the 2024 Form 5500. Explore common... Read more »

9:30 am - 10:45 am

B1. Audit Pitfalls: Experiences From the Field
Field of study Auditing - Technical (1.5)
Description Audit challenges are inevitable — but learning from real-world cases can help auditors navigate them more effectively. Unpack key lessons from recent standard implementations and common employee benefit plan audit pitfalls. Through a case study... Read more »

11:00 am - 11:50 am

C1. Plan Documentation and Retention Policies
Field of study Auditing - Technical (1)
Description Proper documentation is the foundation of retirement plan administration and audits. Explore the types of plan documents auditors commonly encounter, the records plan sponsors should maintain and best practices for retention. Stay ahead of evolving... Read more »

12:40 pm - 1:55 pm

D1. Navigating SOC 1 Reports: A Guide for Employee Benefit Plan Audits
Speaker Rachel Rafik
Field of study Auditing - Technical (1.5)
Description SOC 1 reports play a crucial role in employee benefit plan audits, but how should auditors use them effectively? This session provides a deep dive into SOC 1 reports, their key components, and how they differ from SOC 2 reports. Learn how to assess... Read more »

2:10 pm - 3:00 pm

E1. Unique Considerations for Auditing DB Plans and ESOPs
Field of study Auditing - Technical (1)
Description Defined benefit plans and employee stock ownership plans come with distinct audit challenges. Examine the complexities that set these audits apart from traditional 401(k) plan audits. Explore the heightened risks associated with audits of DB plans... Read more »

3:15 pm - 4:30 pm

F1. Panel Discussion: Ask the Experts
Field of study Auditing - Technical (1.5)
Description Experts share their insights on the latest developments, common pitfalls and best practices in auditing employee benefit plans. Gain practical strategies for addressing regulatory updates, improving audit quality and mitigating risk. Whether you’re... Read more »
view cart

Search CPE catalog

Event code
Keyword

Advanced search
View all CPE programs

Conference management team

Lynn Kletscher
Director of Education
952-885-5513

Emily Stamp
Conference coordinator
952-885-5509 

Leslie Mueller
Exhibitors & Sponsors
952-885-5520

Conference sponsorships

Reach CPAs by becoming a sponsor
Strengthen your brand recognition with a targeted buyer group – CPAs and accounting professionals. You'll interact one-on-one with informed, affluent customers.