Explore new accounting and auditing pronouncements affecting plans. Learn about current and emerging technical matters.  Get an update on various activities of the AICPA EBP Expert Panel, including an overview of updates to the AICPA EBP Audit and Accounting Guide.  

Join EBPAQC Executive Committee member Tiana Wynn, Grant Thornton Managing Director Kendra Dodson and the AICPA’s Carl Mayes for a discussion of SAS 145 and it’s impacts on your upcoming EBP audits.

This straightforward presentation explores the practical side of merging team dynamics with technology. Understand why a balanced focus on both people and tools is essential for better outcomes. We'll dive into cultivating an empowering culture, promoting curiosity, leveraging diverse perspectives, making the most of existing technology, and welcoming new tech advancements. This talk is especially beneficial for those looking to enhance team collaboration and technology utilization in a realistic and actionable way.

This session will provide the most current update on where we stand with the provisions of Secure 2.0. We will discuss the key plan provisions and how that might impact the plan sponsor's administration efforts and the plan audit.

This session will provide an update from the Chief Accountant's office on some of the current projects they are working on, and other information that is important for plan auditors to understand.

Join us for an informative session with stories and actionable recommendations concerning cybersecurity threats, AI, and their impact to retirement plan data and assets.

In this session, we’ll discuss unique audit issues and common pitfalls for employee benefit plans. We’ll also discuss other financial reporting issues to be on the lookout for that are common to employee benefit plans.

In this session, we will discuss some of the most common issues identified during the 2023 EBP audit season and ways that plan sponsors might be able to “fix” those issues. The issues covered in this session will not only include operational errors, such as definition of compensation errors, but they will also include fiduciary errors, such as certain prohibited transactions, and late filing errors. In order to provide diverse perspectives on each of the topics covered, you will hear from both an auditor and a tax specialist

In this session we will highlight some of the main areas that the DOL finds exceptions in when reviewing the auditors' work. We will discuss some of the challenges and pragmatic opportunities for improvement.

A significant amount of information is electronically initiated, recorded, processed, or reported, and information to be used as audit evidence may be available only in electronic form. During this session, we will look at different types of information commonly presented to an auditor during the audit of an employee benefit plan and identify considerations for auditors when evaluating information to be used as audit evidence.