AAR2208. Correct or Not Correct

In this session, we will discuss some of the most common issues identified during the 2022 EBP audit season and ways that plan sponsors might be able to “fix” those issues. The issues covered in this session will not only include operational errors, such as definition of compensation errors, but they will also include fiduciary errors, such as certain prohibited transactions, and late filing errors. In order to provide diverse perspectives on each of the topics covered, you will hear from both an auditor and a tax specialist.


Learning Objectives:

  • Identify operational errors, definition of compensation errors, fiduciary errors, and late filing errors.
Date/Time
–
CPE Credits
1.5
NASBA Field of Study
Auditing
Level
Intermediate
Prerequisites
N/A
Advanced Preparation
N/A
Speakers
Image of Patrick Blanchard

Patrick Blanchard

JD, LL.M. (Taxation)
Managing Director
Alvarez & Marsal
Image of Rance Buss

Rance Buss

CPA
Partner, Employee Benefit Plan Audit Services
Weaver LLP