2024 AICPA EBP Conference Recap: What you need to know

This year’s AICPA Employee Benefit Plans Conference includes a comprehensive offering of educational sessions, delivered by top regulators, key decision makers and expert practitioners. Sessions at the conference include topics such as the U.S. Department of Labor (DOL) and IRS regulatory update, the impact of recent legislation on employee benefit plans (EBPs) and common ERISA compliance issues and correction options.

CBIZ CPA*’s EBP audit experts will give a debrief on key takeaways, tips and other helpful guidance shared at the conference.

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H2 Event Agenda

Friday, November 12, 2024

8:00 a.m.

Breakfast & Networking

9:00 a.m.

Introductions

9:05 a.m.

Panel Discussion

9:25 a.m.

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9:35 a.m.

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Chief Executive Officer

Guest URL

John Doeington

Chief Executive Officer

Course Objectives

After completing this course you will be able to:

List matters DOL and IRS representatives consider of key importance for EBPs in 2024
Determine how recent legislation impacts various EBPs in 2024
Apply the newest regulations within the industry to upcoming EBP audits
Identify common ERISA compliance issues and correction options

*CBIZ CPAs is an independent CPA firm that provides audit, review and other attest services, and works closely with CBIZ, a business consulting, tax and financial services provider.