Employee Benefit Plans Conference 2020

May 4, 2020 ‐ May 6, 2020

Registration Open

Preview Available

Registration Open

May 3, 2020 8:00am ‐ May 3, 2020 5:00pm

Identification: EBP20NS01

Form 5500 Workshop: Bring It On!

Preview Available

Form 5500 Workshop: Bring It On!

May 3, 2020 1:00pm ‐ May 3, 2020 5:00pm

Identification: EBP20102

Operation Credit Type : Auditing, Taxes

Operation Level : Overview

Operation Prerequisites : Other

Operation Advanced Prep : Other

Operation Minutes : 200

Operation Credits : 4

Operation Sale : 1

Operation Archive : 1

This workshop is available for both onsite and online participants and part of the flex-pass option. 

This half-day Form 5500 workshop will provide a practical review of the Form 5500 and related schedules. We also explore common practitioner questions and pitfalls of the Form 5500 and related schedules. We find that when practitioners bring their questions to the workshop, we all learn more, especially with Department of Labor specialist attending the session! The session is designed for plan administrators, auditors, and preparers who want to learn about the Form 5500 as well as expand their knowledge of the Form 5500 filings.

Attendees will leave workshop able to:
Identify Form 5500/5500-SF specifics
Identify changes to the 2018 Form 5500
Use Form 5500 related schedules and address common questions
Use the Electronic Filing/EFAST2 system
Determine when DOL enforcement may occur
Use Form 8955-SSA

Learning Objectives:

• Attendees will be able to identify Form 5500 specifics and identify common issues
• Attendees will be aware of changes to 2019 Form 5500

Speaker(s):

• Michael F. Kraemer, CPA, Fidelity
• Kim A. Flett, CPA, BDO
• Debbie Packer, J.D., Director, PricewaterhouseCoopers LLP
• Laura Anderson, E&Y
• Scott Albert - Invited, Chief of the Division of Reporting Compliance, U.S. Department of Labor (EBSA)

Emerging Professionals Workshop: Unique and Refreshing Approach to Guiding the Emerging EBP Professional

Preview Available

Emerging Professionals Workshop: Unique and Refreshing Approach to Guiding the Emerging EBP Professional

May 3, 2020 2:00pm ‐ May 3, 2020 6:00pm

Identification: EBP20103

Operation Credit Type : Auditing

Operation Level : Basic

Operation Advanced Prep : None

Operation Prerequisites : 1-2 Years in the Profession

Operation Minutes : 200

Operation Credits : 4

Operation Sale : 1

Operation Archive : 1

Please Note: This pre-conference workshop requires pre-registration in the Emerging Professionals Program and is onsite only. This workshop is not available as part of the flex pass option.

This preconference offering delivers a wealth of practical technical and vast resources often found only by experienced EBP practitioners. Part compliance issues, part audit tools and resources, this session will allow new and developing EBP CPAs the ability to understand how to find the best audit resources and tools, and find new marketing opportunities to grow a compliant and robust practice.

Learning Objectives:

• Develop a focused approach to an engagement from initial client meeting to audit wrap up, where key steps are discussed to ensure great peer reviews and streamlined work processes.
• Create a personalized approach to classes needed in the main conference, with mentoring from conference leadership during the entire conference. Mentors will take attendees under their wing as much as they want - to help enhance the overall conference experience – and this will provide valuable networking and post-conference resources.
• Career track enhancement – specializing in certain EBP audits pros and cons and how to develop a niche practice, working with peer reviewers – hear from those who have done it.

Speaker(s):

• Lisa Germano, President and General Counsel, Actuarial Benefits & Design Company
• Kathleen Jackson, CPA, Audit Supervisor, A.C. Evans LLC
• Jeffrey Snader, CPA, Vice President, Charles W. Snader PC
• David Stern, Partner, Fasten Halberstam LLP

Networking Reception

Preview Available

Networking Reception

May 3, 2020 6:00pm ‐ May 3, 2020 7:00pm

Identification: EBP20NS02

Registration Open

Preview Available

Registration Open

May 4, 2020 7:00am ‐ May 4, 2020 5:40pm

Identification: EBP20NS03

Continental Breakfast & Vendor Displays

Preview Available

Continental Breakfast & Vendor Displays

May 4, 2020 7:00am ‐ May 4, 2020 8:15am

Identification: EBP20NS04

Opening Remarks

Preview Available

Opening Remarks

May 4, 2020 8:00am ‐ May 4, 2020 8:15am

Identification: EBP20NS05

A&A & Tax Update

Preview Available

A&A & Tax Update

May 4, 2020 8:15am ‐ May 4, 2020 9:30am

Identification: EBP2001

Operation Credit Type : Auditing, Taxes

Operation Level : Update

Operation Advanced Prep : None

Operation Prerequisites : Other

Operation Minutes : 75

Operation Credits : 1.5

Operation Alertness Issued : 6

Operation Alertness Required : 4

Operation Sale : 1

Operation Archive : 1

This session will provide an update of various accounting, auditing, and reporting matters affecting employee benefit plans. Our speakers will share their perspectives and experiences.

Learning Objectives:

• Recall accounting and auditing issues that affected this year's audits of employee benefit plans.
• Recognize accounting and auditing considerations for upcoming audit season.
• Identify changes in tax regulations that affect EBPs now, and going forward.

Speaker(s):

• Josie L. Hammond, CPA, RSM US LLP
• Jeffrey A. Martin, CPA, Partner, Grant Thornton LLP

Washington Regulatory Update with the DOL and IRS

Preview Available

Washington Regulatory Update with the DOL and IRS

May 4, 2020 9:40am ‐ May 4, 2020 10:30am

Identification: EBP2002

Operation Level : Update

Operation Advanced Prep : None

Operation Credit Type : Auditing, Taxes

Operation Prerequisites : Other

Operation Minutes : 50

Operation Credits : 1

Operation Alertness Issued : 4

Operation Alertness Required : 3

Operation Sale : 1

Operation Archive : 1

Hear an update from the DOL and IRS onsite in Las Vegas! After this session attendees will be able to:

Speaker(s):

• Timothy D. Hauser - Invited, Deputy Assistant Secretary for Program Operations, U.S. Department of Labor (EBSA)

Networking Break - Refreshments and Vendor Displays

Preview Available

Networking Break - Refreshments and Vendor Displays

May 4, 2020 10:30am ‐ May 4, 2020 11:00am

Identification: EBP20NS07