Monday, May 21, 2018 – Monday, May 21, 2018 | 7:45am – 4:00pm

Employee Benefit Plan Conference - Broadcast

The start date for this course has passed. Registration is no longer available.



Broadcast Agenda 


7:45 – 8:00 a.m. 

 Welcome and Opening Remarks

Donna Neely, CPA, QRGA, LLP


8:00 – 9:30 a.m. 

Update from the Department of Labor

Lynne McMennamin, Office of the Chief Accountant


9:30 a.m. – 10:45 a.m. 

Key Issues in Auditing 401(k) Plans

Joseph E. Manfre, CPA, president,  Manfre CPA P.C.

This session will provide an overview on several areas of the audit that always appear to be on the Department of Labor’s deficiency list and/or raise many concerns from CPA firms with limited employee benefit plan audit practices. The speaker will dive into suggested efficiency measures to consider when performing your audit procedures relating to evaluating the plan’s internal controls, the use of a Service Auditor’s Report (SOC Report), testing participant counts and related data and more!

10:45 – 11:00 a.m.



11:00 a.m – 12:00 p.m. 

Legal and Regulatory Update

David A. Guadagnoli, Sullivan & Worcester
Amy Sheridan, Sullivan & Worcester

 This presentation will include a discussion of the issues being raised in recent IRS/DOL retirement plan audits, an update of the IRS plan correction fee schedule and its collateral implications, late deposit issues, recent tax law changes affecting retirement plans and the new Section 199A (QBI) deduction and how that potentially affects compensation and benefits planning. In addition, Guadagnoli and Sheridan will highlight some of the less frequently encountered (but nevertheless big issues) for retirement plan clients, such as Puerto Rico dual qualified plans, restorative payments and benefit/right/feature issues.

12:00 – 12:45 p.m. 



12:45 – 2:00 p.m. 

Twisting Our Perspective on Fiduciary Responsibilities: Assisting Our Clients With Compliance

Robert  Lavenberg, ERISAworks, LLC
Jodi Malis, CPA, Hancock Askew & Co., LLP

How can we, as trusted advisers, twist what we know about plan operational issues, fiduciary responsibilities and the new (delayed) conflict of interest rule into value-added education and assistance for our plan sponsor clients in fulfilling their fiduciary obligations? We will explore this perspective as clients, the Department of Labor, participants and plaintiffs’ attorneys continue to focus on the stringent ERISA requirements. 


2:00 – 2:15 p.m. 



2:15 – 3:15 p.m. 

Accounting and Auditing Update

Michele Weldon, CPA, PwC 
Jason Eddy, CPA, PwC

Get an update on the implementation issues surrounding ASU 2015-07, Fair Value Measurement (Topic 820): Disclosures for Investments in Certain Entities that Calculate Net Asset Value Per Share. We’ll also cover the new requirements of ASU 2017-06, Employee Benefit Plan Master Trust Reporting. Other topics such as SAS 132, The Auditor’s Consideration of the Entity’s Ability to Continue as a Going Concern, mortality improvement scales, changes to the IRS determination letter program and Form 11-K reporting considerations will also be discussed.

3:15 – 4:00 p.m.  

Ask the Experts Panel

Moderated by Davide Villani, CPA, CGMA, AAFCPAs

  • Michele Weldon, CPA, PwC
  • Jason Eddy, CPA, PwC
  • Jodi Malis, CPA, Hancock Askew & Co., LLP
  • David Guadagnoli, Sullivan & Worcester
  • Joseph Manfre, CPA, MANFRE CPA P.C.

Conference Credits

This course is 8.00 credits

Conference Fees

MSCPA Member
AICPA Member

Conference Cost

You pay
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The start date for this course has passed. Registration is no longer available.