Employee Benefit Plans Conference 2020

May 4, 2020 ‐ May 6, 2020



Sessions

Networking Break - Refreshments and Vendor Displays

May 5, 2020 9:55am ‐ May 5, 2020 10:25am

Identification: EBP20NS15

Category: Networking Break - Vendors Exhibits

LuncheonLuncheon

Preview Available

Luncheon

May 5, 2020 12:40pm ‐ May 5, 2020 1:40pm

Identification: EBP20NS17

Category: Networking Lunch

Auditing in an Electronic Environment: Best Practices and Considerations (Repeated in Session 73)

May 5, 2020 1:40pm ‐ May 5, 2020 2:55pm

Identification: EBP2044

Operation Credit Type : Auditing

Operation Level : Intermediate

Operation Prerequisites : 3-5 Years in the Profession

Operation Advanced Prep : None

Operation Minutes : 75

Operation Credits : 1.5

Technology is constantly evolving and as a result, how we interact with our clients and their providers as well as how we obtain information continues to change. In this session, you will learn the unique issues encountered by EBP auditors when auditing in an electronic environment.

Learning Objectives:
  • To understand the unique issues encountered by EBP auditors when auditing in an electronic environment.
  • To share best practices.
Speaker(s):
Category: Concurrent Session Onsite and Online

To Be AnnouncedTo Be Announced

Preview Available

To Be Announced

May 5, 2020 1:40pm ‐ May 5, 2020 2:55pm

Identification: EBP2045

Operation Advanced Prep : None

Operation Minutes : 75

Operation Credits : 1.5

To Be Announced.

Speaker(s):
  • Peggy A. Bradley, BA, Senior Vice President | Client Business Solutions, Northern Trust
  • Kizzy Gaul, JD, Manager, Regulatory Supervision, Prudential Retirement
Category: Concurrent Session Onsite and Online

Networking Break - Refreshments and Vendor Displays

May 5, 2020 3:55pm ‐ May 5, 2020 4:25pm

Identification: EBP20NS19

Category: Networking Break - Vendors Exhibits

Registration OpenRegistration Open

Preview Available

Registration Open

May 6, 2020 6:00am ‐ May 6, 2020 12:00pm

Identification: EBP20NS20

Category: Registration

Continental Breakfast & Vendor Displays

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

Identification: EBP20NS21

Category: Breakfast

Adding Value in Plan Governance: For EBP Sponsors and Auditors - Presented by Ashford Investment Advisors

May 6, 2020 7:00am ‐ May 6, 2020 7:50am

Identification: EBP2063

Operation Minutes : 50

Operation Credits : 1

Operation Advanced Prep : None

Many employers are starting to explore the benefit of adding a guaranteed lifetime income solution to their company’s 401(k) plan. Because this is a workplace benefit, employer sponsored lifetime income solutions must offer gender neutral pricing. This means that women who elect a lifetime income benefit provided by their employer get a boost due to their longer life expectancy. Our session will provide more detail about this advantage for women at work and will cover the various lifetime income solutions which are being developed for 401(k) plans.

Speaker(s):
Category: Concurrent Session Onsite and Online

Successful Strategies for How to Get Money Out of a Plan (Repeat of Session 20)

May 6, 2020 8:00am ‐ May 6, 2020 9:15am

Identification: EBP2064

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

Financial Statements - Common Errors

May 6, 2020 8:00am ‐ May 6, 2020 9:15am

Identification: EBP2065

Operation Credit Type : Auditing

Operation Level : Basic

Operation Prerequisites : 1-2 Years in the Profession

Operation Advanced Prep : None

Operation Minutes : 75

Operation Credits : 1.5

Go through financial statements addressing the following:

  • Identify common errors seen in financial statements.
  • Differentiate financial statement presentation based on certain benefit plan types (e.g. defined contribution, defined benefit and health & welfare).
  • Focus on how to correct the errors.
  • Learning Objectives:
    • Identify and discuss common errors seen in various plan types related to the financial statements, opinions, and footnotes
    • Focus on how to correct the common errors seen within the financial statements, opinions, and footnotes.
    Speaker(s):
    Category: Concurrent Session Onsite and Online
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