With 2019 Employee Benefits Plan (EBP) audits in full swing, understanding the current changes impacting EBP audits and the Form 5330 filing couldn’t be more timely. We are excited to have Moore Colson and DATAIR deliver a doubleheader virtual event you won’t want to miss!
Two Hours of CE Credit for ASPPA, NIPA, and other organizations should be self-reported and certificate of attendance will be provided. ERPA credit has been applied for. Each attendee should register and log into the webinar individually to watch and listen to the presentation to receive CE credit. Listening by phone or in a group will not qualify for CE credit.
Current Evolution of EBP Audits:
Moore Colson will speak on current hot topics impacting EBP audits including remote auditing, considerations for 2019/2020 plan year audits, subsequent event disclosures, efficiency ideas, and the delay of the new EBP audit standard (SAS 136). In addition, they’ll briefly touch on the latest DOL/IRS relief due to COVID-19 and what it means for Plan Sponsors and auditors.
Revealing the Mysteries of Form 5330:
Does reading the Form 5330 instructions seem like reading an alien language? This session with Kristina Kananen will review all the reasons a Form 5330 is filed, how each is accomplished, and when the reporting ends.
Kristina will cover:
• Correctly identifying late deposits or prohibited transactions
• Determining how to report and when
• Identifying the amount involved and the correct penalty
About our Speakers:
Candace Jackson, CPA