Session Tracks

TITLE I OF ERISA AND FIDUCIARY GUIDANCE
This track goes from basic understanding of the statutory provisions to advanced implementation of plan governance, prohibited transactions and DOL findings and includes best practices for Form 5500
ACCOUNTING & AUDITING
Employee benefit plans audit and accounting update, ASU 2015-12 implementation lessons learned, understanding complex investments and the related audit considerations, performing employee benefit
PLAN TYPES
Accounting, auditing and  tax code compliance requirements with insight into a variety of plan types, including defined contributions plans, employee stock ownership plans, defined benefit plans
BEST PRACTICES
Special focus on best practices from practitioners and plan sponsor standpoints. Added sessions on plan consulting services and how to bring value using the auditor’s communication to management and
SPECIALIZED KNOWLEDGE
These sessions provide nontraditional but competency based integration of technical skills with personal development skills and professional judgment.
CORRECTIONS
Framework for correction methods, plus a deeper dive for practitioners who need more advanced application of the correction process. The learning matrix will include voluntary corrections prior to
TAX CODE
Tax code requirements, IRS-requested internal controls and how to fix errors that turn a qualified plan into a nonqualified plan. This track also includes nonqualified deferred compensation plans and
NEW! FUNDAMENTAL AUDIT TRACK
This track is designed for emerging EBP auditors and will provide a strong base of EBP audit knowledge including understanding a plan document, planning and risk assessment, understanding and