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Past Events

Understand Employee Benefit Plan Audits and Prepare Your Organization for the Changes Ahead

Event type:  Webinar
Date:  April 27, 2017

If your organization offers an employee retirement plan, chances are good that it is subject to annual reporting requirements that may include an audit of the plan’s financial statements. Even if it does not currently meet the criteria, your organization is likely to be facing an audit in the near future.

Join Gelman, Rosenberg & Freedman for an overview of Employee Benefit Plan audits as well as the recent (and proposed) changes affecting retirement plans. Participants will come away with a clear understanding of what triggers the audit, who is considered a “participant”, audit requirements, and the 80/120 rule. Our Employee Benefit Plan audit experts will also provide an update on the new standards affecting retirement plans, ASU 2015-12 and ASU 2015-07. To wrap up the discussion, our partners will share their perspective on the new Department of Labor Fiduciary Rule and proposed changes to the Form 5500.

Additional Program Details

Learning Objective: To provide attendees with a better understanding of employee benefit plan audits.
Instructional Delivery Methods: Group Internet-based
Recommended CPE: 1.0 CPE
Recommended Fields of Study: Auditing
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: Gelman, Rosenberg & Freedman is committed to our seminar participants’ 100% satisfaction and will make every reasonable effort to resolve complaints as quickly as possible. Please contact kdavis@grfcpa.com with any concerns.

Gelman, Rosenberg & Freedman CPAs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org

Presenters:  Jackie Cardello
Jennifer Arminger

Andreas is an ace in the hole for us.  We not only leverage his expertise to monitor our investments around the world, but we view his biggest asset as the ability to facilitate learning and capacity building across all of our partnerships.  

Michael Letta |  Chief Financial Officer
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