Employee
benefit plans

conference webcast

See you in 2022!

CPAs in industry and public practice specializing in employee benefit plan audits, as well as service providers attend for a regulatory update and cover new standards and challenges for the industry.

Highlights

  • CARES Act Implementation and Other Regulatory Developments
  • Auditing Employee Benefit Plans in a Remote Environment
  • Cybersecurity EBP Best Practices
  • SAS No. 136 - Forming an Opinion and Reporting on Employee Benefit Plans Subject to ERISA
  • 401(k) Plan Implementation Errors and Litigation Examples
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2021 Speakers

mcmennamin-lynne
Torrillo_David
Szupka, Joanne
Hejazi, Sassan
Marblestone_Ken


2021 Agenda

7:45 a.m.
Greetings from PICPA Leadership

8:00 a.m.

Department of Labor Update

  • Plan audits and Form 5500 filings
  • Changes to the 2020 Form 5500 to align with SAS No. 136
  • Common reporting deficiencies and tips on how to help your clients be compliant with ERISA
  • Why some audits of employee benefit plans are deemed deficient and what you can do to help make sure your audits are satisfactory
Lynne McMennamin

Lynne McMennamin, CPA
Auditor
U.S. Department of Labor


9:15 a.m.
Break

9:30 a.m.

SAS No. 136 - Forming an Opinion and Reporting on Employee Benefit Plans Subject to ERISA

  • Take a deeper dive into SAS No. 136 and gain an understanding of other associated new standards
  • Discuss what you can do now to prepare for the new performance requirements under SAS No. 136
  • Understand the major differences between current auditing and reporting requirements for employee benefit plans and SAS No. 136
  • Learn considerations related to implementation
David Torrillo

David A. Torrillo, CPA, ABV, CVA
Managing Member
Torrillo & Associates LLC

Verrekia, Julie

JulieAnn C. Verrekia, CPA
Director of Quality Control
Torrillo & Associates LLC


10:45 a.m.

Auditing Employee Benefit Plans in a Remote Environment

  • Tips, best practices, and lessons learned
  • New normal with auditing
  • Impact on internal controls
Szupka, Joanne

Moderator: Joanne Szupka, CPA
Assurance Director; Atlantic Region Practice Leader
BDO USA

Robbins, Matthew

Matthew Robbins, CPA
Senior Manager
Baker Tilly

Schappell, Kaitlyn

Kaitlyn E. Schappell, CPA
Manager
Herbein + Company Inc.


11:35 a.m.
Break

12:25 p.m.

CARES Act Implementation and Other Regulatory Developments

Preview this session >>

  • IRS ruling from Oct. 16, 2020 on unclaimed property
  • Loans, increases in loan amounts, coronavirus distributions, and required minimum distributions
  • Processing of loan reamortizations
  • Pension-plan perspective
  • Pooled employer plan impact
  • SECURE Act implications
Roman Leshak

Roman Leshak Jr., CPA
Director, Audit & Accounting
Employee Benefit Plans Specialty Area Leader
Kreischer Miller

Ken Marblestone

Kenneth Marblestone, JD
Co-Managing Member
The Mand Marblestone Group LLC


2:05 p.m. 
Break

2:20 p.m. 

Cybersecurity EBP Best Practices

  • Current cyberlandscape
  • Cloud security consideration
  • Protecting critical information
  • Cyberhygiene best practices
Sassan Hejazi

Sassan Hejazi, PhD
Director-in-Charge, Technology Solutions
Kreischer Miller


3:10 p.m.

401(k) Plan Implementation Errors and Litigation Examples

  • Review of typical plan errors
  • Comparing self-correction vs. voluntary fiduciary correction program
  • Real-life court cases
  • How auditors need to educate clients
Ken Marblestone

Kenneth Marblestone, JD
Co-Managing Member
The Mand Marblestone Group LLC


4:00 p.m.

See You Next Year!



“This conference provides updates related to accounting and auditing standards, as well as pitfall areas to watch out for when performing EBP audits. Updates on new legislation are helpful for talking to clients about what to look out for in the next year.”

Alison Taughinbaugh, CPA
RKL LLP

Credits

CPE Credits: 6-A&A; 2-Other

Level: Update
Prerequisites: None

CLE Credits: This conference has been submitted for 6.5 Substantive CLE credits. Attorneys requesting CLE credits must include an additional $50.

Registration

PICPA Member: $345
Nonmember: $445
CLE Credits Fee: $50

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