This agenda is current as of .

Printer-friendly Agenda

Wednesday, December 2, 2026

11:00 AM – 12:20 PM EST

AAR2601. Welcome and Accounting & Auditing Update

Speakers: Nadia Matthie, Julie Verrekia
12:30 PM – 1:25 PM EST

AAR2602. Definition of Compensation

Speakers: Sylwia Hejzner, Crystal Coleman
12:30 PM – 1:25 PM EST

AAR2603. Advanced Defined Benefit Topics

Speakers: Jason Eddy, Tristan Christ
2:05 PM – 3:00 PM EST

AAR2604. Regulatory Update - What will Impact you in the Next Year?

Speakers: Eric Slack, Lisa Gomez
3:10 PM – 4:30 PM EST

AAR2605. The NAV-igator's Guide to Alternative Investments

Speakers: Sandi Carrier, Jennifer Allen
3:10 PM – 4:30 PM EST

AAR2606. QM - Implementation Challenges, Monitoring and Remediation, and The New Peer Review QM Checklists

Speakers: Andrew Merryman, Gregory Politan

Thursday, December 3, 2026

11:00 AM – 11:55 AM EST

AAR2607. Welcome Day 2 and DOL Update

12:05 PM – 1:25 PM EST

AAR2608. Auditing Outsourced Plan Operations

Speakers: Kendra Dodson, Ingrid Boyd
12:05 PM – 1:25 PM EST

AAR2609. What Tripped Me Up This Year: Busy Season Debrief

Speakers: David Torrillo, Gwen Mazzola, Wendy Schmitz
2:05 PM – 3:00 PM EST

AAR2610. Legislative Update

Speakers: Rachel Dresen, Debbie Smith
2:05 PM – 3:00 PM EST

AAR2611. How are you Auditing SECURE 2.0 provisions?

Speakers: Karolyn Ladas, Alison Cohen
3:10 PM – 4:30 PM EST

AAR2612. Asking for a Friend - Closing Panel Q&A

Speakers: Nadia Matthie, Sandi Carrier