Special focus on best practices from professional practitioners and plan sponsor standpoints. Added sessions on plan consulting services and how to bring value using the auditor’s communication to management and those charged with governance. Other topics include monitoring separated participants, effective audit project management and working with service providers. Sessions will guide plan sponsors in plan governance and procedural prudence.

May 8th, 2017 - 1:00PM2:15PM
This session will review retirement plan participant notice requirements, including due...
May 8th, 2017 - 2:25PM3:40PM
Regardless of who is in the White House or in the majority in Congress, fiduciary...
May 9th, 2017 - 7:00AM8:00AM
Learn about new resources and tools from the Employee Benefit Plan Audit Quality Center.
May 9th, 2017 - 7:00AM8:00AM
The AICPA has a wealth of resources for many aspects of ERISA and retirement planning....
May 9th, 2017 - 9:45AM11:00AM
Participants consider information DOL considers in actual enforcement situations. Debrief...
May 9th, 2017 - 9:45AM11:00AM
Join Scott Stratten in a more intimate extension of his keynote presentation, where he...
May 9th, 2017 - 11:10AM12:25PM
This session will provide tips and general framework for working with plan service...
May 9th, 2017 - 1:25PM2:40PM
This session will focus on internal controls associated with day to day internal plan...
May 10th, 2017 - 7:00AM7:50AM
If you know there are resources that you could be missing, this is the session to attend...
May 10th, 2017 - 7:00AM7:50AM
This session will be an open discussion of best practices for firms that perform less...
May 10th, 2017 - 8:00AM9:15AM
Round table discussion by attendees and speakers of best practices in performing and...
May 10th, 2017 - 9:45AM11:00AM
A focused discussion of marketing best practices by plan practitioners

Field of Study Legend

Behavioral Ethics
Business Management & Organization
Personal Development
Specialized Knowledge

Skill Levels Legend

L1 - Level 1
L2 - Level 2
L* - Level 1 & Level 2