Round Table discussion about real world operational issues faced by Plan Sponsors in connection with implementing the CARES Act provisions relating to Retirement plans. Discussion will include different views and perspectives from speakers in different market segments.

This session will hit the highlights of the SECURE Act; covering topics such as the expansion of access to multiple employer plans (MEPS), changes to required minimum distributions: increase in age from 70 ½ to 72 & additional limitations placed on stretch distributions for certain beneficiaries, tax incentives for small businesses that implement auto enrollment, and more.

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Join the AICPA staff for an update on AICPA’s advocacy efforts and election outlook followed by a presentation on mindfulness and the practicality of it in everyone’s life, even EBP professionals during this 2020 filing season!

This session will discuss key issues for employee benefit plans audits in peer review.  It will include a brief overview of the peer review process and a discussion of the grey areas that peer reviewers are looking for.  These are accented by the bold questions on the peer review checklists, which will be reviewed during this session.  Finally, I will discuss some actual issues identified in the peer review process in 2019 in my review of approximately 50 different employee benefit plan audits of all kinds.

CPAs are not just accountants. We are also business advisors. CPAs must be able to advise businesses, including our own, on one of the most important issues they are facing today – liquidity. Cash is king, and businesses should consider all possible ways to conserve cash today and in the weeks and months to come. During this session, we will explore multiple opportunities to conserve cash involving the business’s retirement plans, healthcare plans and compensation arrangements.

Join CPA.com to learn how to drive efficient, high quality employee benefit plan audits with OnPoint EBP. Discover how you can streamline the process, from planning to delivery of the auditor’s report through dynamic engagement tools, links to authoritative guidance, and practical implementation guidance. (Not eligible for CPE).

You will hear us talk about the new CARES Act and SECURE Act legislation and the changes they made to retirement plans. Now listen our experts answer your questions on the CARES Act and SECURE Act! During this session our experts will address questions asked during previous session and during the FAQ session, so submit your questions early. They will address questions about the new employee retention credit, payroll tax deferral, retirement plan loans and special distributions and other legislative provisions that affect compensation and benefits.

You will hear us talk about the new CARES Act and SECURE Act legislation and the changes they made to retirement plans. Now listen our experts answer your questions on the CARES Act and SECURE Act! During this session our experts will address questions asked during previous session and during the FAQ session, so submit your questions early. They will address questions about the new employee retention credit, payroll tax deferral, retirement plan loans and special distributions and other legislative provisions that affect compensation and benefits.