PICPA thanks the attendees and speakers of the 2017 Employee Benefit Plans Conference!

A BIG round of applause to these organizations for being represented by multiple team members at the conference:

Alan Ross & Company, PC
Baker Tilly Virchow Krause, LLP
Bee Bergvall & Company
Bertz, Hess & Company, LLP
Boyer & Ritter LLC
Brewer & Company LLC
Brinker, Simpson & Co., LLC
Brown Schultz Sheridan & Fritz
Buckno Lisicky & Company
Campbell Rappold & Yurasits LLP
Catanese Group
Daniel A. Winters & Company
Del Pizzo & Associates
Garcia Garman & Shea, PC
Gold Gerstein Group, LLC
Grandizio, Wilkins, Little & Matthews, LLP
Gushen & Moonin
Hamilton Horizons Federal Credit Union
Herbein + Company, Inc.
Isdaner & Company LLC
Kreischer Miller
Kronick Kalada Berdy & Company PC
Lawrence F. Tornetta, LTD
Louis Plung & Co LLP
Maillie, LLP
McCall Scanlon & Tice LLC
McClure & Wolf, LLP
McGill Power Bell & Associates LLP
McGrail Merkel Quinn & Associates
Padden Guerrini & Associates PC
Rainer & Company
Seitz, Leatherman & Kolb LLC
Torrillo & Associates, LLC
Trout Ebersole & Groff LLP
Wessel & Company

You May Also Like




  • Technology and Audits

    CFOs: Overcome the Burdens of Defined Contribution Plan Growth and New Fiduciary Rules

    As defined contribution plans emerged as the retirement plan of choice for all but a few companies, the rules and responsibilities have exponentially increased. Midsize companies and small businesses rely heavily on their CFOs to take on those important tasks, which adds to the complexity of the CFO’s responsibilities.
    Full story
  • Allison Henry photo

    The Auditor’s Opinion for Employee Benefit Plans Set to be Revised: Does This Mean Additional Time and Expense?

    The AICPA Auditing Standards Board (ASB) recently issued an exposure draft that would significantly change the reporting model for employee benefit plans (EBP) subject to ERISA. The proposal is the result of a collaborative effort by the U.S. Department of Labor (DOL) and the ASB to address audit quality issues. The joint DOL/ASB working group concluded that some of the procedures unique to EBPs should be highlighted in the auditor’s report. The DOL was asked to provide a list of what they want included in the report. This blog highlights two of the more significant proposals.
    Full story

Employee Benefit Plan Articles

  • Proposed SAS Holds Significant Change to EBP Audit Reports

    An assessment performed by the Employee Benefits Security Administration of the Department of Labor on the quality of audit work on the financial statements of employee benefit plans covered under the Employee Retirement Income Security Act of 1974 found that 39 percent of the audits had one or more major generally accepted auditing standard deficiencies.
  • Deferred Compensation Plan Errors and How to Correct Them

    A typical defined contribution plan, such as a 401(k) or 403(b), consists of a deferred compensation component, with or without an employer match, and/or a profit-sharing component. Participants in one of these plans elect a percentage or a specific dollar amount to be withheld each pay period. The plan sponsor (the employer) then remits the funds, along with any employer contributions, to the plan’s trust account maintained by a trustee or custodian.
  • Satisfying Fiduciary Responsibilities

    Retirement plan fiduciaries are not exclusive to one specific role or title in an organization. They can include the owner, CFO, retirement committee, or human resource professionals. In fact, plan administrators may not even know they qualify as a plan fiduciary, and may believe they are protected if they hire service providers to be third-party administrators.

A Look Back at the 2017 Agenda

May 18, 2017 - Lancaster, Pa. & Webcast
  • Department of Labor Update
  • IRS: Corrections and Compliance
  • Testing and Fieldwork for Audits of Defined Contribution Plans