Essentials for the Benefits Practitioner: What ERISA Practitioners Need to Know About Accounting for Plans (On-Demand CLE)

    Essentials for the Benefits Practitioner:  What ERISA Practitioners Need to Know About Accounting for Plans (On-Demand CLE)
    CLE 90 min

    Essentials for the Benefits Practitioner: What ERISA Practitioners Need to Know About Accounting for Plans (On-Demand CLE)

    Whether you focus on ERISA plan compliance issues, or litigate employee benefits issues, understanding the basics of plan accounting and the role the plan’s auditor plays is a necessity for all benefits practitioners.

    Upon registration of this program, you will receive an email confirmation with the promo code to use for 25% off the tuition for the remaining programs in this series.  If you don't receive the promo code or have issues registering online for the program, please contact mary.karounos@americanbar.org

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      03/18/2022

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    This session will focus on what you need to know about Form 5500 and Form 990, and how to read and understand the plan’s financial statements. It also will describe how the auditor can assist the plan with its compliance issues and implement litigation avoidance measures, particularly with respect to alternative investments, appropriate use of plan expenses, special projects relating to mergers, and agency audits and investigations. Panelists will discuss how the auditor can assist the plan to operate more efficiently through system implementation, control, and analysis. They will also discuss the relationship between the auditor and counsel.

    Panelists:
    Dave P. Dorsey, CPA, Withum Smith+Brown, PC, Bethesda, MD
    Al Holifield, Holifield Janich & Ferrera, PLLC, Knoxville, TN
    Dinah S. Leventhal, O'Donoghue & O'Donoghue LLP, Washington, DC
    Michelle C. Yau, Cohen Milstein Sellers & Toll PLLC, Washington, DC

    Earn CLE: To RECEIVE CLE credit you must be logged into the webinar for the ENTIRE program (including the Q&A) with your unique PIN number that will be emailed to you. Partial credit is not available for this program or recording. Visit our MCLE resources to learn more about how the ABA strives to support states' mandatory CLE requirements https://www.americanbar.org/events-cle/mcle/

    Product Details

    Panelists

    Al Holifield Jr, Dave Dorsey, Dinah S Leventhal, Michelle C Yau

    Sponsors

    ABACLE, Joint Committee On Employee Benefits

    Product Code

    CEEB1903WEB9OLC

    Duration

    90

    Publication Date

    3/28/2019 12:00:00 AM