Risks Associated with Other Plan Types and Non-401(k) Plans (Employee Benefit Plans Conference)
ON-DEMAND
Online
1-Other CPE Credits
Earn CPE anywhere!
Hear from Joanne Szupka, CPA on the following:
Risks associated with other plan types that are not
the traditional 401(k) plans, including 403(b) plans, defined benefit plans,
Employee Stock Ownership Plans and health and welfare plans
Similarities and differences between 401(k) and 403(b) plans
Overview of risks relating to defined benefit plans and frozen plans
Recent Department
of Labor findings on ESOP investigations
Registration
PICPA Member: $29 Nonmember: $39
More Information
Course No. ON-DEMANDLevel: Update
Prerequisites:
None
Notes
You will have up to 90 days after the date of purchase to complete the
course and take the exam.
Speaker(s)
Joanne Szupka
Regional Pratice Leader For Employee Benefit Plans
JoAnn Szupka, CPA Assurance Manager, Employee Benefit Plan
Specialist BDO USA LLP
Joanne has over 15 years of accounting experience with
regional and national public accounting firms in the areas of employee benefit
plans. She has been responsible for all areas related to audits and reviews of
single employer, multiemployer and multiple-employer sponsored plans, including
defined benefit, defined contribution, 403(b), ESOP and health and welfare
benefit plans. Joanne is a Local Office Coordinator for BDO’s National
Employee Benefit Plan Team. She is a member of the National Employee Benefit
Plan Team and is involved with national and local training. She is also the
BDO Counts Coordinator and Local Champion for the Women’s Initiative. Joanne is
responsible for events under both programs that challenge the office while
promoting the significance of the programs and growth of
employees.