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2021 AICPA EBP CONFERENCE SUMMARY

June 16, 2021 @ 12:00 pm - 2:00 pm EDT

Free
MHM CPE Webinars

Participants of the live webinar will be eligible for 2.4 free CPE credits.

Register

The AICPA Employee Benefit Plans Conference, held May 3 through 5, 2021, includes a comprehensive lineup of sessions, delivered by top regulators, key decision-makers and expert practitioners. Sessions at the conference include topics such as a DOL and IRS regulatory update, the new EBP reporting standard, and ERISA compliance traps and correction options. Select Mayer Hoffman McCann P.C. personnel who attend the conference will provide a debrief on the key points, tips and other guidance shared at the conference.

Course Objectives

After completing this course you will be able to:

  • List matters DOL and IRS representatives consider of key importance for employee benefit plans in 2021
  • Apply the new EBP reporting standard
  • Apply the newest regulations within the industry to upcoming employee benefit plan audits
  • Identify ERISA compliance traps and correction options

Additional Details

CPE: Eligible for up to 2.4 CPE credits in Auditing

Prerequisites: Prerequisite is any experience working on employee benefit plan audits.

Advanced Preparation: None

Program Level: Update

Delivery Method: Group Internet-based

Intended Audience: CEOs, CFOs, executives, investors, and individual business owners.

Jun. 16, 2021 | 12-2 p.m. EST

 

Hal Hunt, CPA
Hal leads MHM’s Employee Benefit Plan Audit Practice. With over 25 years of diverse experience with employee benefit plan accounting, auditing and compliance issues, he is also a member of the firm’s Professional Standards Group as subject matter expert on EBP plan audits, as well as Business Combinations and Leasing. As the National Practice Leader for EBP Audits, Hal is responsible for providing internal training on the subject, along with providing technical support to engagement teams, serving as engagement quality reviewer and developing resource tools for our EBP audit professionals.

Jillian Mott
Jillian is a licensed CPA who serves as a Managing Director in the Kansas City office. As the leader of the employee benefit practice in the local Kansas City office, she spends 100% of her time auditing employee benefit plans. She is responsible for medium to large audit engagements, conducting annual training, overseeing technical research, compliance matters and provides quality control services.

Cindy Dwyer
In addition to being a Shareholder and CPA in the Kansas City office of MHM, Cindy is the President of MHM Retirement Plan Solutions LLC — a third party administration and consulting firm with over 25 years of experience in her field. She is responsible for overseeing an array of qualified plan services including plan design and consulting, participant recordkeeping, asset reconciliation, non discrimination testing and preparation of Form 5500.

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