| Dear Center Members: |
This alert contains registration information for the following upcoming EBPAQC webcasts:
- Live webcasts:
- Tax and compliance issues for EBP auditors, May 25
- Common plan operational errors, June 1
- Rebroadcast webcasts:
- Managers and supervisors audit planning—2022, June 2
- Designated audit quality partner audit planning—2022, June 14
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Tax and Compliance Issues for EBP Auditors – May 25
This webcast, which is scheduled for Wednesday, May 25, 1:00-3:00 p.m. Eastern, will address various tax and compliance issues relevant to employee benefit plan auditors, including discrimination testing and related audit implications. The panel of experts will:
- Discuss the auditor's responsibility for tax and compliance issues in an audit of a 401(k) plan's financial statements under GAAS
- Highlight common tax and operational issues and their impact on the plan's financial statements and the audit
- Discuss self-correction steps a plan can take as well as current relief programs available to the plan sponsor through the IRS and DOL
- Discuss financial statement disclosures and auditor responsibilities for reporting noncompliance matters with management and those charged with governance
Panelists for this webcast are Jennifer Allen, Crowe LLP; Brain Price, PriceKubecka, PLLC; David Torrillo, Torrillo and Associates, LLP; and Tiana Wynn, SB & Company, LLC.
Click here to register for the May 25 live webcast (Paid with CPE credit).
Click here to register for the May 25 live webcast (Free with No-CPE credit).
Common Plan Operational Errors – June 1
This webcast, scheduled for Wednesday, June 1, 1:00-3:00 p.m. Eastern, is a follow-up to the Tax and compliance issues for EBP auditors webcast. The panel of experts will discuss operational issues commonly seen in employee benefit plans and the role of the ERISA attorneys and plan auditors in discovering issues; concerns for the plan sponsor and plan auditor; and methods of correcting. Some of the discussion topics will include:
- Applying the definition of compensation
- Elective deferrals
- Participant eligibility
- Nondiscrimination testing
- Vesting and use of forfeitures
- Controlled groups and participant loans
Panelists for this webcast are Debbie Smith, Grant Thornton LLP; Brandon Long, McAfee & Taft; Keith Mong, Grant Thornton LLP; and Gwen Mazzola, HoganTaylor LLP.
Click here to register for the June 1 live webcast (Paid with CPE credit).
Click here to register for the June 1 live webcast (Free with No-CPE credit).
EBPAQC Managers and Supervisors 2022 Audit Planning Webcast Rebroadcast – June 2
This webcast rebroadcast, scheduled for Thursday, June 2, 1:00-3:00 p.m. Eastern, is specifically designed for individuals who manage or supervise ERISA EBP audits to assist them in planning for their 2022 engagements. It includes discussions of:
- Manager's and supervisor's roles and responsibilities in EBP audits
- Current DOL initiatives, including the 2022 audit quality study
- New audit and accounting guidance
- EBPAQC and AICPA resources
- Legislative, regulatory and industry developments
It also includes a roundtable discussion on Roundtable discussion on AU-C section 703 implementation, audit challenges, and firm best practices, and provide an opportunity to "ask the experts."
Panelists for this webcast are Marcus Aron, DOL EBSA; Sean Linde, Withum; Chip Harris, RubinBrown LLP; Gwen Mazzola, HoganTaylor LLP; John Nicolopoulos, RSM US LLP; and David Torrillo, Torrillo and Associates, LLP.
Click here to register for the Paid CPE credit option June 2, 2022, rebroadcast webcast (2 CPE hours).
EBPAQC 2022 Designated Partners Audit Planning Webcast Rebroadcast – June 14
All EBPAQC member firms are required to have their audit partner designated with firm-wide responsibility for the quality of the firm's ERISA employee benefit plan audit practice (Designated Partner) participate in the annual EBPAQC Designated Partner Audit Planning webcast. If you did have not yet attended this webcast, to satisfy this annual membership requirement, firm Designated Partners may choose from one of these two options.
- Participate in one of the two remaining rebroadcasts (paid with CPE) June 14; and July 27 (all from 1:00- 3:00 p.m. ET); or
- View the archived webcast on the Center's website (free with no CPE)
Click here to register for the Paid CPE credit option June 14, 2022, rebroadcast webcast (2 CPE hours).
The webcast, scheduled for Tuesday, June 14, 1:00-3:00 p.m. Eastern, provides valuable information to help you, as your firm's Designated Audit Quality Partner for ERISA audit quality, prepare your firm for the 2022 employee benefit plan audit season. Discussion topics for this webcast will include:
- New audit and reporting requirements for all EBPs (SAS 136/ AU-C 703)
- New audit guidance and reporting recommendations for multiemployer plans
- DOL update
- New plan types (PEPs, DCGs) in the SECURE Act
- Update on CARES Act issues affecting EBPs
- New AICPA and EBPAQC tools and resources
- Ask the experts Q & A session
Panelists for this webcast are Debbie Smith, Grant Thornton LLP; Michael Auerbach, Chief Accountant, DOL EBSA; Josie Hammond, RSM US LLP; and Wendy Terry, Withum.
Archive of Past EBPAQC Webcasts Available
EBPAQC webcasts (audio and slide presentations) are archived on the Center website under EBPAQC webcasts. No CPE is available for listening to the archived events.
Sincerely,
AICPA Employee Benefit Plans Audit Quality Center |
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