Auditing Employee Benefit Plans Webinar
Overview
Looking to sharpen your knowledge of employee benefit plan accounting and improve the quality of your benefit plan audits? In this webinar, our team of experts will provide a detailed explanation of employee benefit plans, including the latest trends within the employee benefit plan industry. The course will also:
- Review the Form 5500 and related schedules and the newest changes
- Discuss common practitioner questions on recent audit and accounting standards which impact employee benefit plan audits
- Provide an overview of the new retirement legislation that pertains to distributions
- Offer guidance in regards to common operational errors in qualified retirement plans, the proper corrective action of those errors, and the impact on the audit
- Explore the latest ERISA litigation trends and regulation changes that are shaping the landscape for benefit plans
Objective
To provide both plan sponsors and auditors with high-quality, up-to-date training on employee benefit plans. Participants will be able to determine how recent legislation impacts various EBPs and apply the newest regulations within the industry to upcoming EBP audits.
SPEAKERS:
Cory Baughman, Senior Manager, World Group LLC
Jody Hillenbrand, Assurance National Technical Principal, BDO
Anastasia Romeo, CPA, Senior Manager, Withum Whippany
Jennafer Tryck, Associate Attorney, Gibson Dunn
Emphasis
- Form 5500 Schedules
- Effective Auditing Standards
- SAS 145 – Risk Assessment
- Distributions
– New emergency expense distributions
– Emergency savings accounts
– Disaster recovery
– Long-term care premiums
– Changes in required minimum distribution rules, corrections, and applicability - Impact of the SECURE 2.0 Act on Qualified Retirement Plans
- Defined Benefit Plans
– Basic types of plans
– Auditing
– Testing the benefit obligation
– Reporting
– Terminating plans - ERISA Litigation Trends
– Fiduciary breach litigation
– Actuarial assumptions
– Prohibited transaction clause litigation
– How courts are ruling on arbitration clauses
– Department of Labor's ESG rulemaking - 403(b), 401(k), and Health & Welfare Plans
- Common Operational Mistakes & Impacts to Plan Audits
Speakers
Cory Baughman, Senior Manager, World Group LLC
Jody Hillenbrand, Assurance National Technical Principal, BDO
Anastasia Romeo, CPA, Senior Manager, Withum Whippany
Jennafer Tryck, Associate Attorney, Gibson Dunn
View Dates
| Date | Time | Subscriptions | Register |
|---|---|---|---|
| Mon, Nov 9, 2026 Code WA082KCPR03126 | 8:30 AM – 5:00 PM PT | Register | |
| Fri, Nov 13, 2026 Code WA082KCPR02026 | 8:30 AM – 5:00 PM CT | Register | |
| Thu, Nov 19, 2026 Code WA082KCPR01026 | 8:30 AM – 5:00 PM ET | Register | |
| Fri, Nov 20, 2026 Code WA082KCPR01126 | 8:30 AM – 5:00 PM ET | Register | |
| Mon, Dec 7, 2026 Code WA082LCPR01026 | 8:30 AM – 5:00 PM ET | Register | |
| Thu, Dec 10, 2026 Code WA082LCPR02026 | 8:30 AM – 5:00 PM CT | Register | |
| Thu, Dec 17, 2026 Code WA082LCPR03026 | 8:30 AM – 5:00 PM PT | Register | |
| Thu, Dec 24, 2026 Code WA082LCPR01126 | 8:30 AM – 5:00 PM ET | Register | |
| Mon, Dec 28, 2026 Code WA082LCPR03126 | 8:30 AM – 5:00 PM PT | Register | |
| Tue, Jan 5, 2027 Code WA082ACPR01027 | 8:30 AM – 5:00 PM ET | Register | |
| Fri, Jan 15, 2027 Code WA082ACPR02027 | 8:30 AM – 5:00 PM CT | Register | |
| Thu, Jan 21, 2027 Code WA082ACPR03027 | 8:30 AM – 5:00 PM PT | Register | |
| Thu, Feb 4, 2027 Code WA082BCPR03027 | 8:30 AM – 5:00 PM PT | Register | |
| Thu, Feb 18, 2027 Code WA082BCPR01027 | 8:30 AM – 5:00 PM ET | Register |
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