2025 Employee Benefit Plans Virtual Conference
-
(Check-In 1:00pm)
Virtual
7.50 Credits
Member Price $325.00
Non-Member Price $425.00
Overview
Join the Greater Washington Society of CPAs for our 12th Annual Employee Benefit Plans Conference. This conference is for both plan auditors and fiduciaries covering topics relevant to your EBP audits. Attend this conference to learn about the complexities, trending issues and best practices in benefit plans.
Who should attend: CPAs, auditors, and financial professionals who specialize in accounting and auditing for employee benefit plans; officers/administrators responsible for plan compliance or daily activities of the plan, including plan sponsors, HR managers or directors, trustees and plan professional staff (personnel).
Groups of 3 or more, take 10% off (promo code GROUP3)
Groups of 5 or more, take 15% off (promo code GROUP5)
For information on how you can become a sponsor of this conference, contact Kari Bedell, kbedell@gwscpa.org.
Silver Sponsor(s)
Tuesday, May 13, 2025
Optional Session
- Welcome Remarks
This session is available to registrants only.
Optional Session
- Department of Labor Update
Credits: 1 - Auditing
This session is available to registrants only.
Optional Session
- Break
This session is available to registrants only.
Optional Session
- Employee Benefit Plan Regulatory Update
Session description: - Describe regulatory changes affecting qualified retirement plans - Recognize required and optional plan provisions under SECURE 2.0 - Understand plan amendment deadlines for legislative changes - Updates in operational failure corrections
Objective: By the end of this course you will gain knowledge regarding updates to employee benefit plan regulations and changes to correction of operational failures.
Credits: 1 - Auditing
This session is available to registrants only.
Optional Session
- Break
This session is available to registrants only.
Optional Session
- Current EBP Legal Update
Credits: 1 - Business Law
This session is available to registrants only.
Optional Session
- Break
This session is available to registrants only.
Optional Session
- Adopting Efficiency-Enhancing Technologies in Employee Benefit Plans
Credits: 1 - Information Tech
This session is available to registrants only.
Wednesday, May 14, 2025
Optional Session
- Welcome Remarks
This session is available to registrants only.
Optional Session
- AICPA EBPAQC Update
This session will include a discussion of the AICPA’s activities related to EBP audits, including its ongoing response to the 2023 DOL audit quality study report, and AICPA and EBPAQC resources to help you perform efficient and effective EBP audits.
Credits: 1 - Auditing
This session is available to registrants only.
Optional Session
- Break
This session is available to registrants only.
Optional Session
- Understanding Retirement Plan Document
Credits: 1 - Auditing
This session is available to registrants only.
Optional Session
- Break
This session is available to registrants only.
Optional Session
- “Ask the Experts” Panel
Credits: 1.5 - Auditing
This session is available to registrants only.
Optional Session
- Closing Remarks
This session is available to registrants only.
Non-Member Price $425.00
Member Price $325.00
