Description
This session will discuss best practices for auditing multiple-employer plans (MEPs). This session will differentiate between different types of MEPs and unique audit considerations for each. The panel will discuss the changes to the MEP landscape due to the SECURE Act and possible audit considerations for pooled employer plan (PEP) types. The panel will include speakers from both the auditor perspective and a PEP plan service provider perspective.
Learning Objectives:
- Identify operational and compliance aspects that are specific to MEPs that may impact your audit procedures
- Review impact of PEP rollouts in 2021 and specific audit considerations for these plan types
- Discuss best practices for MEP audits by type, including PEP's, PEO sponsored MEPs and other MEP types.
Speaker(s):
- Travis
Jack,
CPA, QKA,
Managing Member,
Metz & Associates, PLLC
- Erin
Breit,
CPA,
Audit Director,
Anton Collins Mitchell LLP
- Mrs. Karen
N. Smith,
JD, Enrolled Actuary,
President,
Nova 401(k) Associates
Category:
Concurrent Session Online
