Accounting, audit and regulatory updates for employee benefit plans

Event Info

Sheraton Harrisburg/Hershey Hotel
4650 Lindle Road
Harrisburg, Pa.
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Employee benefit plan sponsors take on a complex role as fiduciaries of their organization’s benefit plans and need to be aware of changes affecting their plans' investments, compliance and accounting. Employers are presented with myriad choices in the design, operation and administration of their retirement plans.

Join employee benefit plan professionals from Baker Tilly, Barley Snyder and Conrad Siegel as they provide an overview of accounting, audit and regulatory updates for fiduciaries to be aware of, as well as best practices to implement.

Key learning objectives

  • Learn the key concepts to understand your role as a plan fiduciary
  • Understand the basic principles to follow and areas to review
  • Gain an understanding of the evolving pension environment
  • Learn the advantages and disadvantages of plan design elements including plan eligibility, contributions, included compensation, vesting, distributions, plan expenses and non-discrimination considerations

Who should attend

Executives, human resource and financial professionals involved in their organization’s employee benefit plans, from oversight through daily administration

Agenda

8 a.m.                           Registration opens

8:30 a.m. to 11 a.m.     Program

Presenters

Donna M. Massanova
Baker Tilly

David Ledermann
Barley Snyder

Scott Gehman
Conrad Siegel Actuaries

Moderated by Kervin Myer, Baker Tilly     

CPE

CPE credit: Two (2) hours total credit
Field of study: Specialized Knowledge Application

RSVP by May 31

Contact Information