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Retirement Plan Auditors and Attorney Spill the Tea on Hot Topics in ERISA

May 15 @ 12:00 pm - 1:30 pm EDT

$15.00 – $30.00

Retirement Plan Auditors and Attorney Spill the Tea on Hot Topics in ERISA

We invite you to our May PECA event to discuss current changes and other hot topics in employee benefit plan audits!

This exciting event will take place on May 15, 2024 from Noon to 1:30 pm at a conference space located at Windham Brannon – 3630 Peachtree Road NE, Atlanta 30326 – where lunch will be provided and parking will be covered.  Our panel of EBP auditors and ERISA attorney will discuss the latest DOL Audit Quality Study, changes to Form 5500 and its impact on audit requirements, provide real life examples of common audit issues and steps for correction, and a grab bag of SECURE 2.0/Audit Readiness/Fiduciary recommendations/Cybersecurity topics and more! These topics will be insightful for recordkeepers producing certified audit packages, TPAs assisting their clients through the audit process, auditors in the industry, Plan Sponsors, and attorneys assisting their clients with compliance issues found during these audits.

Atlanta-based EBP Audit Partners, Candace Jackson, Moore Colson, and Anne Morris, Windham Brannon, and ERISA attorney, Chelsea Deppert, will lead an interactive discussion on these topics. Evan Melcher, Principal and Financial Advisor with CAPTRUST, will moderate the panel.

The world of employee benefit plans is always evolving and audit processes continue to be refined each year. Bring your questions and discuss plans, guidance and tools with local thought leaders!

1 hour of CE credit will be provided!

Event Details

Date/Time:  Wednesday, May 15, 2024 from 12:00 pm – 1:30 pm EST

Location:       3630 Peachtree Road NE, Atlanta 30326

Cost:                Members: $15 | Non-Members: $30

Lunch, beverages and parking will be provided.

Don’t miss this incredible opportunity!!!

We look forward to seeing you there!

 

Sponsors:

 

Details

Date:
May 15
Time:
12:00 pm - 1:30 pm EDT
Cost:
$15.00 – $30.00

Organizer

Pension Education Council Atlanta

Venue

3630 Peachtree Road NE, Atlanta 30326
3630 Peachtree Rd NE
Atlanta, GA 30326 United States
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