AICPA & CIMA Employee Benefit Plans Conference 2021

May 3, 2021 ‐ May 5, 2021


This includes sessions from the conference: AICPA & CIMA Employee Benefit Plans Conference 2021

Standard: $459.00

Products

Welcome & Introduction | Beyond the Audit: AICPA Resources That Give You the Upper Hand

Preview Available

Welcome & Introduction | Beyond the Audit: AICPA Resources That Give You the Upper Hand

Apr 28, 2021 8:00am ‐ Apr 28, 2021 9:00am

Identification: EBP21202

The AICPA has a wealth of resources for many aspects of ERISA and retirement planning. AICPA staff and members will review these resources to give participants familiarity with what they can offer for a vibrant ERISA practice or to plan sponsors for use by internal accounting or human resources staff – or even plan participants.

Speaker(s):
Standard: $49.00

Welcome & Introduction | EBPAQC Update: What's New and on the Horizon

Preview Available

Welcome & Introduction | EBPAQC Update: What's New and on the Horizon

Apr 28, 2021 8:00am ‐ Apr 28, 2021 9:00am

Identification: EBP21201

This session will help you make the most of the EBPAQC tools and resources and perform efficient and effective EBP audits.

Speaker(s):
  • Ian A. MacKay, CPA, CGMA, Director, Association of International Certified Professional Accountants
  • Susan W. Hicks, CPA, Senior Manager – Employee Benefit Plan Audit Quality Center—Public Accounting, AICPA
  • Deborah Smith, CPA, Partner, Grant Thornton LLP
  • Melinda Nolen, CPA, Manager, Employee Benefit Plan Audit Quality Center, AICPA
Standard: $49.00

Uncovering Opportunities to Boost Quality and Efficiency in your EBP Audits - Presented by CPA.Com

Preview Available

Uncovering Opportunities to Boost Quality and Efficiency in your EBP Audits - Presented by CPA.Com

Apr 28, 2021 9:10am ‐ Apr 28, 2021 10:00am

Identification: EBP21204

Managing an EBP practice today can be challenging when it comes to implementing new standards, managing client collaboration and evolving technology. Join us as we examine the challenges firms face in their typical approach to ensure quality EBP audits. We'll discuss opportunities that might be quick wins in helping you drive more efficient, high quality engagements.

Speaker(s):
Standard: $49.00

Intersecting with Bias

Preview Available

Intersecting with Bias

Apr 28, 2021 10:10am ‐ Apr 28, 2021 11:25am

Identification: EBP21206

Unconscious bias is prevalent in our culture and can make its way into firms and affect how we interact with clients. During this session, we will go through interactive exercises, exploring unconscious biases and discovering how bias influences functions within your business. Using the Mentimeter platform, we will look at anonymous polling from you, the audience, to tie the impact bias concepts to real-life examples in an honest and transparent way.

Speaker(s):
Standard: $49.00

Creative Ways to Design Retirement Plans

Preview Available

Creative Ways to Design Retirement Plans

May 3, 2021 10:50am ‐ May 3, 2021 12:05pm

Identification: EBP2104

Retirement plans come in many shapes & sizes, each with a unique mix of features, requirements, and advantages & disadvantages. Choosing the type of plan and the basic features is the only first step in the plan design process. The creative part comes in tailoring the plan design to align with the needs of the company and is appreciated by employees as a valuable benefit.

This session will focus on tax-qualified plans and will address the different types of qualified plans, their features and how to take advantage of the options available to create the optimal plan, or combination of plans, for the client.

Speaker(s):
  • Lorraine Dorsa, FCA, MAAA. MSPA. EA, CEBS, Principal & Actuary, Aegis Pension Services, Inc.
  • Mark D. Swedelson, CPA, QPA, Vice-President, Goldberg, Swedelson & Associates Inc.
Standard: $49.00

Advanced Coverage Testing

Preview Available

Advanced Coverage Testing

May 3, 2021 1:05pm ‐ May 3, 2021 2:20pm

Identification: EBP2111

Coverage testing under IRC Section 410(b) is a core nondiscrimination test that applies to all qualified plans. Sponsoring multiple plans, using leased employees, acquiring another entity by merger or acquisition, or owning or being owned by a foreign entity can complicate and impact this testing. This session will look past the basic Ratio Percentage test and explore more advanced testing techniques such as Average Benefits Test and plan aggregation options. You will also learn to identify failed tests and the options and timing for correction.

Speaker(s):
  • Cindy J. Dwyer, CPA, Director, CBIZ MHM LLC
  • Toby W. Ruda, CPA, Senior Director, Washington National Tax, Compensation & Benefits, RSM US LLP
Standard: $49.00

Understanding the Tangled Web of Compensation and How It Can Impact Your Retirement Plan

Preview Available

Understanding the Tangled Web of Compensation and How It Can Impact Your Retirement Plan

May 3, 2021 1:05pm ‐ May 3, 2021 2:20pm

Identification: EBP2109

Compensation plays an important role in all types of retirement plans. Understanding compensation and the various definitions of compensation is critical because misunderstanding can cause significant plan operational issues.

Speaker(s):
Standard: $49.00

Certifications: A Deeper Dive: Not as Shallow as you Think

Preview Available

Certifications: A Deeper Dive: Not as Shallow as you Think

May 3, 2021 1:05pm ‐ May 3, 2021 2:20pm

Identification: EBP2110

The plan administrator has determined that a ERISA 103(a)(3)(c) audit is permissible. What can you do to make sure the audit is shipshape? This session will help participants effectively navigate an audit that relies on certified information, including taking a closer look at how plan administrators and auditors can assess whether the certified information is appropriately measured, presented, and disclosed in accordance with the applicable financial reporting framework. While SAS 136 did not change 29 CFR 2520.103-8, this session provides a refresher on the qualifications and requirements of certifying institutions. This session will also provide an opportunity to discuss frequently asked questions and best practices in engaging certifying entities.

Speaker(s):
  • Peggy A. Bradley, BA, Senior Vice President | Client Business Solutions, Northern Trust
  • Kizzy Gaul, Esq., Manager, Regulatory Supervision, Prudential Retirement
Standard: $49.00

Understanding Plan Documents

Preview Available

Understanding Plan Documents

May 3, 2021 1:05pm ‐ May 3, 2021 2:20pm

Identification: EBP2112

This session introduce the plan document provisions of the defined contribution case study, which is utilized for all of the fundamental track sessions.

Speaker(s):
Standard: $49.00

Fiduciary Governance in a Cyber Environment

Preview Available

Fiduciary Governance in a Cyber Environment

May 3, 2021 1:05pm ‐ May 3, 2021 2:20pm

Identification: EBP2108

This session will help auditors and plan sponsors understand the current legislative and regulatory environment dealing with cyber risk. The speakers will discuss appropriate prudence for fiduciaries and provide direct language to look for in contracts with providers. Highlights are as follows:

  1. Key insurance terminology and exclusion language to look for when observing or buying cyber insurance – both in general and for employee benefit plans.
  2. What auditors need to know about the current cyber risk environment for the plan and plan participants and how to best document the actions taken to prevent loss in current risk categories – learn how to self-assess your risk.
  3. The latest cyber cases that can impact plan sponsors and best practices to adopt to protect fiduciary risk.

Speaker(s):
Standard: $49.00
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