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Employee Benefit Plan Audit Workshop and Conference


This Ohio Society of CPAs event lets auditors of all skill levels get first-hand news from nationally-known speakers on the issues that are critical to employee benefit plan audits.

Day 1 is an introductory workshop covering the unique audit requirements of all types of employee benefit plans; a review AICPA standards and EBSA regulations; and a discussion of contributions, distributions and participant data.

Day 2 is the EBPA Conference, which will offer a review the current regulatory environment with the U.S. Department of Labor; compliance issues and the remedies for them; how to use an actuary report in the audit of a defined benefit plan; and a discussion of the unique audit issues for welfare plans, ESOP, multi vs. multiple employer plans and 11Ks.

Featured speakers include:

• Michael Auerbach, chief, Division of Accounting Services, Employee Benefits Security Administration, U.S. Department of Labor

• Marilee Pierotti Lau, CPA is the past chair of the Employee Benefit Plan Audit Quality Control Committee and newly appointed to the Dept. of Labor’s ERISA Advisory Council.

• James Merklin, CPA, CFF, CFE is partner/director of Employee Benefit Plan Audit Services for Bober Markey Fedorovich and a member of the AICPA Employee Benefits Plan Expert Panel

The conference takes place at the Hyatt Regency Hotel in Colmbus, Ohio, on April 22-23. For more information, click here.


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