Expert Panel - Employee Benefit Plans 


    About the Expert Panel
    The Employee Benefit Plans Expert Panel serves the needs of AICPA members on financial and business reporting and audit and attest matters. The expert panel protects the public interest by bringing together knowledgeable parties in the employee benefit plans industry to deliberate and come to agreement on key employee benefit plans issues.
    Employee Benefit Plan Audit Quality Center
    To help CPAs meet the challenges of performing quality audits in this unique and complex area, the AICPA has established the Employee Benefit Plan Audit Quality Center, a firm-based voluntary membership center for firms that audit employee benefit plans.

    Expert Panel Projects

    The 2015 edition of Audit and Accounting Guide Employee Benefit Plans is now available in eBook and paperback.

    This new comprehensive revision includes relevant guidance that has been issued up to January 1, 2015.

    The 2015 edition of Audit Risk Alert Employee Benefit Plans Industry Developments is also now available in eBook and paperback.

    An online subscription is also available, which includes the guide and alert.

    This handy tool offers essential information and hands on advice on the many aspects of auditing and accounting for employee benefit plans; including planning, risk assessment, internal control, and plan tax status.

    On May 6, 2015 AICPA’s Employee Stock Ownership Plans Task Force issued a working draft of a new chapter and a new appendix of the AICPA Audit and Accounting Guide Employee Benefit Plans. Click here for more information and the opportunity to comment.

    Past Meeting Highlights

    The Employee Benefit Plan expert panel currently does not make publicly available minutes and highlights from their past meetings.

    Members of the Expert Panel

    Judith Goldberg (Chair), Ernst & Young LLP

    Douglas Bertossi, LarsonAllen LLP

    Mark Blackburn, Lattimore Black Morgan & Cain PC

    Sandi Carrier, Deloitte & Touche LLP

    Sarah DeVries, Edie Bailly  LLP

    Alice Evans, A.C. Evans LLC

    Josephine Hammond, McGladrey LLP

    David Leising, BKD LLP

    Bertha Minnihan, Moss Adams LLP

    Wendy Terry, Withum Smith+Brown, PC

    Beth Thompson, KPMG LLP

    Kimber Smail, Plante & Moran, PLLC

    Diane Wasser, EisnerAmper LLP

    Michele Weldon, PricewaterhouseCoopers LLP

    Learn more about the expert panel members by reading their biographies.


    Staff Contacts

    Shelly Desbois, Technical Manager


    Expert Panel Recommended Guidance

    Publications

    CPE and Conferences




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