8:55 a.m. – 4:45 p.m.
Watch live from your preferred location.
7-A&A; 1-Other
The rules are evolving.
Enforcement is intensifying.
Retirement plan structures are changing.
Designed for CPAs, auditors, plan sponsors, administrators, and advisors, this full-day program delivers the most important regulatory, professional, and legislative updates impacting employee benefit plans today. You’ll hear directly from national experts, regulatory leaders, legal counsel, and industry specialists who understand the real-world challenges you face.
From Department of Labor enforcement trends and AICPA standards updates to SECURE 2.0 implementation, ESOP transactions, cybersecurity fundamentals, and the expanding role of Pooled Employer Plans, every session is built to provide practical insight you can immediately apply.
This isn’t just another update seminar. It’s a strategic briefing for professionals who want to protect their teams, reduce risk, and lead with confidence in 2026.
Understand the latest DOL priorities, compliance expectations, and enforcement activity.
Clarify complex retirement plan changes and their audit and operational implications.
Ensure your EBP engagements align with the latest professional guidance.
Learn essential best practices to safeguard sensitive plan data.
Gain clarity on ESOPs and the rapid growth of Pooled Employer Plans (PEPs).
Understand correction programs and how to proactively address plan errors.
Valuable A&A and Other credits in one comprehensive program.
Member Price: $389
Nonmember Price: $489
ClassPass: 8 hours
Save 10% when you register two or more from the same firm. Call (215) 496-9272.
This conference is ClassPass or Flex Account Eligible. Find out more about our discount products.
CPE Credits: 7-A&A; 1-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.