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Plan Sponsor

  • Thumbnail for New EBP Reporting Standard
    Identification
    EBP1903
    Date
    May 6, 2019
    The new EBP reporting framework addresses the auditor's responsibilities for forming an opinion and reporting on ERISA plan financial statements, including the form and content of the report when management elects to have an ERISA section 103(a)(3)(C) audit performed…

    Speakers

    $49
    Standard Price
  • Thumbnail for Understanding Management's Responsibilities for Your Plan
    Identification
    EBP1910
    Date
    May 6, 2019
    The panel will provide an overview of benefit plans' management responsibilities, including, but not limited to: accomplishing all regulatory requirements under management scope and all necessary elements, activities, recommendations, and decisions that ensure those requirements are satisfied…

    Speakers

    $49
    Standard Price
  • Thumbnail for Is an ESOP Right for Your Company?
    Identification
    EBP1921
    Date
    May 6, 2019
    This session will discuss whether an ESOP is the best business succession planning tool for a company. We will provide an overview of an ESOP, why a company might or might not want one, and tax/economic/business perspectives of an ESOP. We will provide a case study to illustrate the analysis…

    Speakers

    $49
    Standard Price
  • Thumbnail for Beyond Cybersecurity: Attack of the New Wave of Privacy Regulations
    Identification
    EBP1922
    Date
    May 6, 2019
    Emerging data privacy regulations globally constitute a “third wave” of corporate security and privacy risk that most companies don’t realize yet…

    Speaker

    $49
    Standard Price
  • Thumbnail for Plan Sponsor Best Practices, Fees & Communications
    Identification
    EBP1924
    Date
    May 6, 2019
    Plan sponsors dealings with plan fees and communications vary widely; however, there are some very specific requirements…

    Speakers

    $49
    Standard Price
  • Thumbnail for Executive Compensation: Tax Reform & Beyond
    Identification
    EBP1931
    Date
    May 7, 2019
    Session will detail the changes in section 162(m) and describe how to preserve some deductions in the future. Also will cover considerations for simplifying executive and partner compensation planning…

    Speakers

    $49
    Standard Price
  • Thumbnail for Legal Update and Recent Court Cases
    Identification
    EBP1937
    Date
    May 7, 2019
    This session is intended to provide an update on key legal developments over the last year including legislation, agency guidance, and relevant court cases surrounding significant employee benefit plan issues…

    Speakers

    $49
    Standard Price
  • Thumbnail for What Officers and Directors Need to Know
    Identification
    EBP1938
    Date
    May 7, 2019
    Officers and directors are not always aware of their responsibility for information and oversight. This session will provide information to those who are responsible for their employer’s retirement plan or who want to know the details for the oversight responsibilities…

    Speakers

    $49
    Standard Price
  • Thumbnail for Effective Audit Planning: Best Practices for Plan Sponsor and Auditors
    Identification
    EBP1940
    Date
    May 7, 2019
    Provide best practices regarding the planning and management of benefit plans audit engagements, from a Plan Sponsor perspective…

    Speakers

    $49
    Standard Price
  • Thumbnail for Managing Self-Insured Benefits Costs
    Identification
    EBP1946
    Date
    May 7, 2019
    A review of self-insured medical benefits costs, what has been driving the costs up recently, and steps companies are taking to manage, contain, and reduce costs…

    Speakers

    $49
    Standard Price
  • Thumbnail for Revival of Pension Plans for Executives
    Identification
    EBP1951
    Date
    May 7, 2019
    Session covers the use of pension plans as a tool for mitigating the impact of section 162(m), section 4960, and allowing for access to the section 199A deduction for a specified service trade or business…

    Speaker

    $49
    Standard Price
  • Thumbnail for What Does an IRS/DOL Exam Look Like?
    Identification
    EBP1965
    Date
    May 8, 2019
    Pre and post exam and all in-between…

    Speakers

    $49
    Standard Price
  • Thumbnail for State of the Profession
    Identification
    EBP2302
    Date
    May 8, 2023
    The business environment is complex and evolving more rapidly than ever. With changing demographics, revised client and talent expectations, and new technologies, we have to work differently, accelerate our adoption of technology by years and address the new risks presented…

    Speaker

    $49
    Standard Price
  • Thumbnail for Plan Sponsor Panel – Best Practice Discussion
    Identification
    EBP2308
    Date
    May 8, 2023
    This session includes a panel of plan sponsors who will discuss best practices of working with service providers, best features these plan sponsors utilize to help their plan meet participant needs and key/relevant internal controls and challenges…

    Speakers

    Moderator

    $49
    Standard Price
  • Thumbnail for Basics of Derivatives
    Identification
    EBP2315
    Date
    May 8, 2023
    This session will describe common derivative investments held by employee benefits plans (including forwards, futures, options and swaps) including how they are valued and on what exchanges they trade, if applicable…

    Speakers

    $49
    Standard Price
  • Thumbnail for Consideration of internal controls: what changed as a result of AU-C 703?
    Identification
    EBP2318
    Date
    May 8, 2023
    Recent auditing and accounting standards have updated both management and auditor responsibilities for considering internal controls. This session will address key internal controls that you should consider at the plan sponsor and with service providers and when to seek reliance on SOC 1 reports…

    Speakers

    $49
    Standard Price
  • Thumbnail for Cyber Incident Journey
    Identification
    EBP2319
    Date
    May 8, 2023
    Hear from the cyber experts behind one of the top recordkeepers for 401(k) plans and an attorney who helps plan sponsors protect against cybercrime as well as works to ensure compliance with reporting requirements…

    Speakers

    $49
    Standard Price
  • Thumbnail for The Impact and Correction of Common Operational Errors
    Identification
    EBP2320
    Date
    May 8, 2023
    Learn about common operational errors in qualified retirement plans, the proper corrective action of those errors, the impact on plan financial statements, and an overview of the IRS and DOL correction programs from the perspective of an EBP auditor and an ERISA attorney…

    Speakers

    $49
    Standard Price
  • Thumbnail for SECURE Act 2.0
    Identification
    EBP2322
    Date
    May 8, 2023
    This course will provide an overview of the new retirement legislation…

    Speakers

    $49
    Standard Price
  • Thumbnail for Future Ready Benefits Packages: Tax Considerations
    Identification
    EBP2325
    Date
    May 9, 2023
    The tax landscape is changing as employers revamp fringe benefits packages to accommodate remote workers and other changing workforce dynamics. This course will cover tax consequences pertaining to these benefit trends, such as student loan payments, travel expenses, etc…

    Speakers

    $49
    Standard Price
  • Thumbnail for A Fiduciary Journey: Case Studies in Best Practices
    Identification
    EBP2326
    Date
    May 9, 2023
    Come hear how a plan auditor who is part of his Retirement Committee completed an RFP for an investment advisor and recordkeeping platform while another former plan auditor part of his plan’s Retirement Committee went through a full plan benchmarking study…

    Speakers

    Moderator

    $49
    Standard Price
  • Thumbnail for Anatomy of Plan Costs - What they mean and how to value them
    Identification
    EBP2330
    Date
    May 9, 2023
    Investments have a cost…

    Speakers

    $49
    Standard Price
  • Thumbnail for Equity Compensation Advanced
    Identification
    EBP2332
    Date
    May 9, 2023
    This course will assume a general understanding of different types of equity and cover more advanced technical aspects such as common errors, deposit and reporting rules for equity compensation, the netting rule implications for the new stock buyback excise tax, and redeferral arrangements…

    Speakers

    $49
    Standard Price
  • Thumbnail for Common Investments in Employee Benefit Plan Plans
    Identification
    EBP2340
    Date
    May 9, 2023
    This session provides an overview of investments commonly held by defined contribution plans and focuses on investment testing and disclosures relevant to the fundamentals track case study…

    Speakers

    $49
    Standard Price

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