Employee Benefit Plans Conference 2020

May 4, 2020 ‐ May 6, 2020



Sessions

Advanced SOC 1 Matters (Repeated in Session 71)

May 4, 2020 2:40pm ‐ May 4, 2020 3:55pm

Identification: EBP2015

Operation Credit Type : Auditing

Operation Level : Advanced

Operation Prerequisites : 6-10+ years in the profession

Operation Advanced Prep : None

Operation Minutes : 75

Operation Credits : 1.5

This session will address advanced topics related to SOC 1 reports and their utilization within an employee benefit plan audit.

Learning Objectives:
  • Evaluate risk assessment considerations from current guidance with a focus on SOC 1 reliance considerations and requirements
  • Assess SOC 1 report adequacy of presentation, testing and control coverage.
  • Evaluate user entity controls relevancy and level of testing the user entity should consider and the effect on the EBP audit.
  • Analyze carve-outs and their relevancy for the user entity and the effect on the EBP audit.
Speaker(s):
Category: Concurrent Session Onsite and Online

Discover What's new at the Office of the Chief Accountant (DOL)

May 4, 2020 2:40pm ‐ May 4, 2020 3:55pm

Identification: EBP2017

Operation Level : Update

Operation Advanced Prep : None

Operation Prerequisites : Other

Operation Minutes : 75

Operation Credits : 1.5

To Be Announced.

Category: Concurrent Session Onsite and Online

Networking Break - Refreshments and Vendor Displays

May 4, 2020 3:55pm ‐ May 4, 2020 4:25pm

Identification: EBP20NS10

Category: Networking Break - Vendors Exhibits

Tips to Identify Fraud in EBPTips to Identify Fraud in EBP

Preview Available

Tips to Identify Fraud in EBP

May 4, 2020 4:25pm ‐ May 4, 2020 5:40pm

Identification: EBP2019

Operation Level : Basic

Operation Advanced Prep : None

Operation Prerequisites : 1-2 Years in the Profession

Operation Minutes : 75

Operation Credits : 1.5

To Be Announced.

Category: Concurrent Session Onsite and Online

Successful Strategies for How to Get Money Out of a Plan (Repeated in Session 64)

May 4, 2020 4:25pm ‐ May 4, 2020 5:40pm

Identification: EBP2020

Operation Level : Advanced

Operation Advanced Prep : None

Operation Credit Type : Taxes

Operation Prerequisites : 6-10+ years in the profession

Operation Minutes : 75

Operation Credits : 1.5

To Be Announced.

Learning Objectives:
  • Describe the types of retirement plan distributions and analyze the tax ramifications
  • Identify the records that plan sponsors should maintain and documentation required when moving providers, when there is a change in sponsorship, etc.
  • Explore the effects of recent legislation, including the SECURE Act, on retirement plan distributions
  • Recognize common minimum required distribution problems
  • Explain how to handle uncashed retirement distribution checks (Rev. Rul. 2019-19)
  • Revisit the final regulations for Hardship Distributions
Speaker(s):
Category: Concurrent Session Onsite and Online

Multiemployer Plans - Annual Update and Considerations

May 4, 2020 4:25pm ‐ May 4, 2020 5:40pm

Identification: EBP2023

Operation Credit Type : Accounting, Auditing

Operation Level : Intermediate

Operation Prerequisites : 3-5 Years in the Profession

Operation Advanced Prep : None

Operation Minutes : 75

Operation Credits : 1.5

The session will provide an update on significant events impacting multemployer plans and an update on the status of the new AICPA Audit and Accounting Guide Chapter on Multiemployer plans.  In addition the course will provide some insights on planning and conducting risk assessment for multiemployer plans and overall best practices.  The session will include a discussion on the latest accounting recommendations from FinREC specific to multiemployer plans.  

Learning Objectives:
  • Gain a better understanding of unique considerations in the planning and risk assessment of a multiemployer plan audit
  • Become proficient in accounting recommendations made by FinRec for multiemployer plans.
  • Become up to date on significant events impacting multi employer plan audits.
Speaker(s):
Category: Concurrent Session Onsite and Online

Welcome ReceptionWelcome Reception

Preview Available

Welcome Reception

May 4, 2020 5:40pm ‐ May 4, 2020 6:45pm

Identification: EBP20NS11

Category: Reception

Registration OpenRegistration Open

Preview Available

Registration Open

May 5, 2020 6:30am ‐ May 5, 2020 6:05pm

Identification: EBP20NS12

Category: Registration

Continental Breakfast & Vendor Displays

May 5, 2020 6:30am ‐ May 5, 2020 8:00am

Identification: EBP20NS13

Category: Breakfast

Welcome & Morning Announcements

May 5, 2020 8:30am ‐ May 5, 2020 8:40am

Identification: EBP20NS14

Category: General Session Onsite and Online
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