2021 Employee Benefit Plan Audit Conference

For companies that provide employee benefit plans (EBPs) for more than 100 individuals, the U.S. Department of Labor requires an EBP audit from an independent party. An audit is a critical feature in the process of establishing credibility and assurance that your employee benefit plan is in compliance with applicable laws and regulations.

An audit of an employee benefit plan involves the examination of financial statements provided by a third party to the DOL, plan management and plan participants. The primary focus of an EBP audit is to accurately gauge the ability of the plan to cover current and future benefits and payments.

At the CalCPA Employee Benefit Plan Audit Conference on June 11, participants will be able to learn about the complexities, trending issues and steps you can take to be up to date on regulatory, audit and accounting requirements of employee benefit plans―both from the company’s perspective offering them to employees and from the auditor’s perspective―mostly done by qualified CPAs with specialized training.

Our expert speakers will cover: 
  • U.S. Department of Labor Update
  • What’s New? (Accounting, Auditing & Reporting Update)
  • Goodbye Limited Scope: How to Prepare for SAS 136
  • The Art of Coordination
  • Plans “Stimulus” Package: Impact of Recent Legislation on Plans that We Audit
  • Coping With COVID
  • Audit Life Goes On: EBP Testing
  • EBP Relief: Fixing Pain Points

WHEN: JUNE 11, 2021 | 8:30 a.m.– 4:10 p.m.

WHERE: Virtual—register today

WHO: Expert speakers include:

About CalCPA
CalCPA traces its heritage to 1903 when the California State Society of Certified Public Accountants was organized. In 1909, it merged with two other state CPA associations to form CalCPA. CalCPA serves more than 43,000 members in public practice, private industry, academia and government, and has 14 chapters across California. CalCPA also offers more than 1,400 live courses, conferences, webcasts and on-demand self-study courses annually.

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David Colgren, Colcomgroup, Inc.

Email | (917) 587-3708