AICPA Employee Benefit Plans Accounting, Auditing and Regulatory Update Conference, Dec. 10-11

DOL’s Deputy Assistant Secretary for Policy of the Employee Benefits Security Administration Is Featured Speaker

December 7, 2018

  • Hear DOL’s Policy Update
  • Learn about DOL’s Latest Rules Governing Employee Benefit Plans Audits
  • Gain Insights about IRS Regulations

WHEN:

  • Monday, December 10, and Tuesday, December 11, 2018

WHO:

  • Jeanne Klinefelter Wilson, Deputy Assistant Secretary for Policy, Employee Benefits Security Administration (EBSA), U.S. Department of Labor (DOL), Washington, D.C.
  • Marcus Aron, Senior Auditor, Division of Accounting Services, EBSA, DOL, Washington, D.C.
  • Rob Choi, Director, Employee Plans, Internal Revenue Service (IRS)

 

WHERE:

  • Marriott Wardman Park Hotel, 2660 Woodley Road, N.W., Washington, D.C.
    Reporters are also invited to cover any of the conference sessions in real time via the Internet.

 

The schedule is as follows:

Monday, December 10

8:30am – 8:40am          Welcome and Introduction

 

8:40am – 9:55am          In the Mind of a Plan Sponsor

                                    Alison Mintzer, Global Editor-in-Chief, PLANADVISER

10:25am – 12:05pm      What’s New This Year – Hot Topics for 2018

Beth Thompson, Partner, KPMG LLP
Thomas Pevarnik, Managing Director, Deloitte

12:05pm – 1:05pm       Lunch (No speaker.)

1:05pm – 2:20pm         Panel with DOL, Peer Review and Ethics Compliance

                                    Marcus Aron, Senior Auditor, Division of Accounting Services, EBSA, DOL, Washington, D.C.

Karl Ruben, Manager – Peer Review, AICPA

                                    Summer Young, Manager, AICPA

2:50pm – 4:05pm         Everything You Want to Know from an ERISA Attorney

                                    Edmund Emerson, Partner, Morris Manning & Martin, LLP

                                    Jodi Malis, Partner, Hancock Askew & Co., LLP                           

4:10pm – 5:25pm         Technology and Auditing and How the Two Go Together

Dale Tuttle, Partner, Withum Digital
Stephanie McCasland, Audit Manager, Briggs & Veselka, Co.

 

Tuesday, December 11

8:00am – 8:50am          Policy Update

Jeanne Klinefelter Wilson, Deputy Assistant Secretary for Policy, EBSA, DOL, Washington, D.C.

9:00am – 10:15am        Best Practices Roundtable

                                    Speakers TBA                        

10:45am – 11:35am      Top Five with the DOL and IRS

                                    Marcus Aron, Senior Auditor, Division of Accounting Services, EBSA, DOL, Washington, D.C.

Rob Choi, Director, Employee Plans, IRS, Washington, D.C.

11:40am – 12:30pm      Stump the Chumps

Wendy Terry, Partner, WithumSmith+Brown, PC

David Torrillo, Managing Member, Torrillo & Associates, LLC

Beth Thompson, Partner, KPMG LLP

James Haubrock, Clark Schaefer and Hackett

Media representatives who would like to cover the conference may contact Shirley Twillman at shirley.twillman@aicpa-cima.com or 202-434-9220 for press credentials to attend at the hotel or for Internet access information.

Advance notification of camera crews is requested; lighting for cameras must be approved in advance.