May 16, 2024
11:00 am - 12:00 pm

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2024 Update on Retirement Plans

1 CPE credit is available for this webinar.

Join GRF for a comprehensive overview of changes to employee benefit plan regulations and auditing standards. We will summarize key changes that will be applicable to employee benefit plan audits during 2024 and we will also summarize hot topics related to future industry changes.

Discussion topics:

  • DOL Cyber Best Practices
  • Secure Act 2.0*
  • Form 5500 updates and changes
  • On the Horizon**

*Summary of changes applicable for 2023, such as the participant count, and preview on changes applicable for 2024.

** Future changes other than Secure 2.0, such as proposed changes to the Voluntary Fiduciary Correction (VFC) program.



Senior Manager, Risk & Advisory Services

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Susan Colladay, CPA

Partner, Audit

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Sarah Glynn, CPA

Senior Manager, Audit

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Additional Program Details

  • Learning Objective: To provide attendees with an update on retirement plan standards and guidance.
  • Instructional Delivery Methods: Group Internet-based
  • Recommended CPE: 1.0 CPE
  • Recommended Fields of Study: Specialized Knowledge
  • Prerequisites: None Required
  • Advance Preparation: None
  • Program Level: Basic
  • Course Registration Requirements: None
  • Refund Policy: No fee is required to participate in this session.
  • Cancellation Policy: In the event that the presentation is cancelled or rescheduled, participants will be contacted immediately with details.
  • Complaint Resolution Policy: GRF CPAs & Advisors is committed to our participants’ 100% satisfaction and will make every reasonable effort to resolve complaints as quickly as possible. Please contact kdavis@grfcpa.com with any concerns