Webinar
June 3, 2021
11:00 am - 12:00 pm
virtual

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Changes in the Employee Benefit Plan Landscape for 2020 and 2021 Audits

Like many areas of our lives in 2020, Employee Benefit Plans also experienced a number of significant changes as a result of the pandemic and the CARES Act. Plan sponsors should take note that the approval of two new audit reporting standards, SAS 134 and SAS 136, will likely impact the performance and timing of your audit. For the first time in many years, there are also changes to how employers must attest to their annual limited-scope audits.

Join GRF for a discussion of the new requirements for plan sponsors and learn how your organization should plan for the audits of December 31, 2020 and 2021 plan years. The program will include a thorough overview of the documentation you will need to support CARES Act transactions and achieve a successful retirement plan audit.  We will also give you a preview of the 2021 changes for the new accounting standards for employee benefit plans.

Speakers

Jennifer McCahill, CPA

Partner, Audit

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Alejandra Jensen, CPA, CFE

Senior Manager, Audit

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  Mark Tessar, CPA, CIA | Manager, Audit

Mr. Tessar is an audit manager with more than 10 years of experience auditing tax-exempt organizations including charities, foundations, associations and other nonprofit entities. His background includes audits and reviews of employee benefit plans with specialized experience in internal control testing of financial, operational and IT controls. In addition to his role as an external auditor, Mr. Tessar has also performed internal audits at various organizations.

 

Additional Program Details

  • Learning Objective: To provide participants with a better understanding of the changes to retirement and pension plan audits for 2020 and 2021.
  • Instructional Delivery Methods: Group Internet-based
  • Recommended CPE: 1.0 CPE
  • Recommended Fields of Study: Auditing –  Technical
  • 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

GRF CPAs & Advisors is a CAE Approved Provider. This program meets the requirements for fulfilling the professional development requirements to earn or maintain the Certified Association Executive credential and may be applied for 1 (one) credit toward your CAE application or renewal professional development requirements. Every program that we offer which qualifies for CAE credit will clearly identify the number of CAE credits granted for full participation, and we will maintain records of your participation in accord with CAE policies. For more information about the CAE credential or Approved Provider program, please visit www.asaecenter.org/cae.


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