CPE Course Employee Benefits Plan Conference

May 16, 2019

8:30am — 4:30pm

Location Manchester

Member Price $279.00
Non-member Price $379.00

Curriculum Accounting & Audit, Estate Planning, Specialized Knowledge, Other

Field of Interest Benefits, Accounting and Auditing, Pension and Profit Sharing, Retirement Planning

Level Overview

Designed For

CPAs providing employee benefit plan audit and accounting services and benefit plan administrators with responsibility for accounting and reporting for benefit plans as well as CPAs interested in enhancing their benefit plan knowledge.

8.00 credits

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Objective

 

Highlights

2019 Employee Benefits Conference Agenda

8:30am-10:00am- What’s New in Employee Benefits. Presented by John Rich

This session will review the latest IRS and DOL administrative guidance issued relating to retirement and welfare plans along with selected court cases impacting benefit plans. The session will conclude with a brief look at key proposed legislation that will, if enacted, impact benefit plans.

10:00am- 10:15am Break

10:15am- 12:00pm-  Internal Revenue Service and United States Department of Labor Enforcement Initiatives and Department of Labor Civil and Criminal Results. Presented by John Rich and Mary Rosen

This session will review Internal Revenue Service and Department of Labor Enforcement Initiatives to inform attendees where government agencies are concentrating their enforcement efforts. The speakers will also use real and hypothetical scenarios to show where compliance mistakes are frequently made.  

12:00pm- 12:45pm- Lunch

12:45pm-4:30pm Afternoon topics presented by John Bletzer and associates from Caron & Bletzer, PLLC

1)      ERISA Plan Audit Oversight
               a.       Annual Internal Inspections
               b.      Peer Review
               c.       DOL - Firm Inspection and audits
               d.      PCAOB Inspection

2)      Accounting, Audit and Other Updates
                a.       FSAB
                b.      GAAS
                c.       DOL
                d.      IRS

3)      Best Practices and Common Errors
                a.       Preparing Your Firm for EBP Audit Season
                b.      Engagement Planning|
                c.       Audit work and high risk areas
                d.      Common errors

Instructors

Mr. John C. Bletzer, CPA · Mr. John E. Rich Jr, Esq. · Mary Rosen, JD · Mr Jeff J. Polchlopek, CPA

John C. Bletzer is the partner in charge of the Employee Benefit Assurance Practice and Quality Control for the firm. He is a licensed CPA in all six New England states, New York, New Jersey, Washington, DC, and several mid-Atlantic states. For more than a decade, he has concentrated his practice on the audits of employee benefit plans. John joined the firm in 1999 after several years in private industry, prior to which he was an audit manager at Coopers & Lybrand, LLP. His focus there was on higher education and middle-market businesses, both public and private, with a concentration in manufacturing, retail and high technology. John is a member of the AICPA and the New Hampshire Society of CPAs.close
John advises clients regarding compliance with ERISA, the Internal Revenue Code, COBRA, HIPAA and other complex federal laws applicable to employee benefit plans. He frequently represents clients before the IRS and United States Department of Labor in audits and investigations and represents clients in litigation involving employee benefit plans. John provides advice to employers regarding all forms of executive compensation and health and welfare plans. John also advises executives concerning stock options, compensation issues and estate planning involving IRAs and retirement benefits. John received his J.D. from Boston University School of Law (1989) and his B.A. from Dartmouth College (1984).close
Ms. Rosen is the Associate Regional Director of the Boston Regional Office of the United States Department of Labor, Employee Benefits Security Administration (EBSA). As Associate Regional Director, she assists the Regional Director in carrying out the enforcement program under the Employee Retirement Income Security Act of 1974 (ERISA), the Consolidated Omnibus Budget Reconciliation Act (COBRA) and the Health Insurance Portability and Accountability Act (HIPAA). In addition, Ms. Rosen serves as technical advisor to the Regional Director and directly oversees the office’s outreach activities. She also served as course director for EBSA’s investigative techniques course from 2001 through 2009.Ms. Rosen has been with the agency since 1987. From 1987 through 2001, she conducted civil and criminal investigations of employee benefit plans, plan sponsors and entities that provide services to employee benefit plans. In addition, Ms. Rosen served as an instructor for the agency’s training courses and as a mentor for new agency employees. She also participated in many outreach projects sponsored by the agency and by other professional groups. In 2001, over a 2-year period, Ms. Rosen served on a five-member team that provided assistance to Poland on its newly implemented voluntary retirement system. Prior to joining EBSA, she worked as a law clerk for the Solicitor’s Office for the U.S. Department of Labor. Ms. Rosen received her bachelor’s degree in psychology from Brandeis University and earned a J.D. from Suffolk Law School. She has been a member of the Massachusetts Bar since 1987.close
Jeff J. Polchlopek joined the firm in 2000 with a primary focus on employee benefit plan audits. His practice has a particular emphasis in the areas of 11-K filings, defined benefit pension plans, multiple employer plans and employee stock ownership plan audits. Prior to joining the firm, Jeff spent four years in private industry. His focus while in the private sector was in the retirement industry, working at Scudder Kemper Investments. Jeff holds a CPA certificate in New Hampshire, Connecticut, Florida, Indiana, Maine, Rhode Island, and Vermont. He is a member of the AICPA and the New Hampshire and Massachusetts CPA societies. He is very active in local youth sports as a coach.close

Prerequisites

Developer

New Hampshire Society of CPAs

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