This EBP Advanced Issues course will go beyond the basics and look into plan investments, compliance and legal issues and why plan auditors must pay attention to cybersecurity.
DESIGNED FOR
CPAs involved in the auditing of employee benefit and pension plans
BENEFITS
- Learn the differences between investment vehicles used by plans
- Investigate hot topics in the litigation of employee benefit plans
- Identify and stop cybersecurity threats to your organization and your clients
HIGHLIGHTS
Sessions included in this program:
Demystifying Common Employee Benefit Plan Investments
Elizabeth B. Harper, CPA – SobelCo. LLC
There are many types of investment vehicles used in employee benefit plans. This session will discuss the differences between many of them, such as:
- Types of investments used by Plans
- Classification, valuation and related disclosures of Plan investments
- Special considerations for alternative investments like PSAs and CCTs
- Reporting Plan investments on financial statements and Form 5500
EBP Legal Update: What’s new in ERISA and What Are the Courts Saying?
Melissa B. Kurtzman, J.D., LL.M., and Pamela S.C. Reynolds, J.D. – Littler Mendelson PC
In this session, we will discuss recent developments in:
- Compliance with ERISA and other laws applicable to employee benefit plans
- Cases addressing fiduciary responsibilities
- Cases involving claims of excessive administrative fees
- Other hot topics in litigation of employee benefit plans
Cybersecurity – Lessons from the Trenches
Anurag Sharma, CISA, CRISC, CISSP - WithumSmith+Brown PC
As organizations around the world get hacked, seemingly daily, will today’s institutions ever be appropriately equipped to address cyberattacks? It’s no longer a question of if, but when. With the help of recent headline-grabbing cybersecurity breaches, this session will provide useful information on improving digital security for organizations, including their employee benefit plans. Join us for topics such as:
- The changing cyber landscape
- Top threats and attacks
- Considerations for benefits plans
- Use of SOC reports and other tools in auditing employee benefit plans
COURSE LEVEL
Intermediate
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
This program is a replay of sessions from the 2020 NJCPA Audits of Employee Benefit Plans Conference. Previous attendees are not eligible for CPE credit more than once.