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AICPA National Conference on Employee Benefits Plans

Date: May 18 - May 20, 2009
Location: Rosen Shingle Creek
Orlando, FL
Recommended CPE Credit: up to 22
Pre-Conference: May 17
Post-Conference: May 20
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Overview

The 2009 AICPA National Conference on Employee Benefit Plans will address how recent legislation changes affect the taxation, accounting and audits of benefit plans.

You’ll hear directly from authorities from the Department of Labor, Internal Revenue Service and the Department of Treasury as well as industry experts about important changes and issues. This invaluable opportunity will keep you abreast of the latest rules, regulations and implementation guidelines. There is no easier way to receive information this comprehensive and important to you and your firm or company.

So, bring your staff to be fully prepared for the year ahead!
What you’ll take away: As stakes get higher and legislative reforms occur, benefit plans have become so complex that professionals in the industry need expert guidance to understand and navigate the changes and keep aware of best practices.
Register Today!

Agenda

Monday, May 18, 2009

7:00 a.m. - 4:40 p.m.   Registration & Message Center Open
7:00 a.m. - 8:00 a.m.   Continental Breakfast and Vendor Display
8:00 a.m. - 8:15 a.m.   Welcome Remarks
8:15 a.m. - 9:15 a.m.   Keynote Presentation
9:15 a.m. - 10:45 a.m.   General Session
  1. Regulatory Update
10:45 a.m. - 11:15 a.m.   Morning Refreshment Break & Vendor Display
11:15 a.m. - 12:30 p.m.   General Session
  1. Overview of Developments Throughout the Year
12:30 p.m. - 1:30 p.m.   Luncheon
1:40 p.m. - 2:55 p.m.   Concurrent Sessions (select one)
  1. 157 Overview (repeated in #36 & #62)
  2. ERISA 403(b) Audit Issues (repeated in #28 & #61)
  3. RAS Year 2 (repeated in #39)
  4. Audit Considerations Related to Plan Fees & Expenses (repeated in #29 & #53)
  5. First Year Audits
  6. 401(k) Non-Discrimination Testing & Solutions (repeated in #26)
  7. Plan Investments: Current Developments
  8. Equity Based Compensation
2:55 p.m. - 3:25 p.m.   Afternoon Refreshment Break & Vendor Display
3:25 p.m. - 4:40 p.m.   Concurrent Sessions (select one)
  1. Investment Accounting & Auditing Basics — How To
  2. Advanced RAS Year 2 (repeated in #20)
  3. Health & Welfare Overview
  4. DOL Audit Findings
  5. Client communications — Beginning to End (SAS 112/114 Skit) (repeated in #45)
  6. Automatic Enrollment: Audit & Tax Issues
  7. Fringe Benefits Taxation
  8. 409A Update
4:40 p.m. - 7:00 p.m.   Welcome Reception

Tuesday, May 19, 2009

7:00 a.m. - 5:30 p.m.   Registration & Message Center Open
7:15 a.m. - 8:30 a.m.   Continental Breakfast and Vendor Display
7:30 a.m. - 8:30 a.m.   Discussion Sessions (select one)
  1. Fraud Brainstorming
  2. Marketing an Employee Benefit Plans Practice
  3. Ask the Employee Benefits Tax Technical Resource Panel
  4. Retirement Accumulation
  5. Internet & Electronic Resources
8:30 a.m. - 8:40 a.m.   Change Break
8:40 a.m. - 9:55 a.m.   Concurrent Sessions (select one)
  1. Advanced RAS Year 2 (repeat of #13)
  2. Introduction to Regulatory Compliance Correction Programs
  3. New EFAST 2 System (repeated in #55)
  4. Limited Scope (repeated in #47)
  5. Health & Welfare Basics (repeated in #57)
  6. Advanced Retirement Plan Design
  7. 401(k) Non-Discrimination Testing & Solutions (repeat of #9)
  8. Current Developments in Executive Compensation
9:55 a.m. - 10:05 a.m.   Change Break
10:05 a.m. - 11:20 a.m.   Concurrent Sessions (select one)
  1. ERISA 403(b) Audit Issues (repeat of #5 & repeated in #61)
  2. Audit Considerations Related to Plan Fees & Expenses (repeat of #7 & repeated in #53)
  3. Hard to Value Assets & 157 Valuation (repeated in #46)
  4. Working With Service Providers
  5. Actuarial Reports — Defined Benefit/Health & Welfare (repeated in #54)
  6. Forget Me Nots — Common Errors in Plan Administration (repeated in #73)
  7. Risk Management: Fiduciary Identification & Responsibilities
  8. Deferred Compensation in Tax-Exempts Entities
11:20 a.m. - 11:50 a.m.   Morning Refreshment Break & Vendor Display
11:50 a.m. - 1:05 p.m.   Concurrent Sessions (select one)
  1. 157 Overview (repeat of #4 & repeated in #62)
  2. Complex Trust Arrangements
  3. Internal Controls & SAS 70 (repeated in #64)
  4. RAS Year 2 (repeat of #6)
  5. Health & Welfare Pitfalls (repeated in #65)
  6. 403(b) Plan Tax Update
  7. Financial Statement Impact of Regulatory Compliance Errors and Corrections (repeated in #50)
  8. Payroll Taxes & Reporting
1:05 p.m. - 2:05 p.m.   Luncheon
2:05 p.m. - 2:15 p.m.   Change Break
2:15 p.m. - 3:30 p.m.   Concurrent Sessions (select one)
  1. Multi-Employer Plans
  2. Client communications — Beginning to End (SAS 112/114 Skit) (repeat of #16)
  3. Hard to Value Assets & 157 Valuation (repeat of #30)
  4. Limited Scope (repeat of #23)
  5. Plan Management Responsibilities Over Financial Statement Reporting
  6. Unrelated Business Income Tax (UBIT)
  7. Financial Statement Impact of Regulatory Compliance Errors and Corrections (repeat of #42)
  8. Executive Compensation: A Guide to Plan Design
3:30 p.m. - 4:00 p.m.   Afternoon Refreshment Break & Vendor Display
4:00 p.m. - 5:30 p.m.   General Session

Wednesday, May 20, 2009

6:30 a.m. - 5:00 p.m.   Registration & Message Center Open
6:30 a.m. - 8:00 a.m.   Continental Breakfast and Vendor Display
7:00 a.m. - 7:50 a.m.   Discussion Sessions (select one)
  1. Audit Quality Center Update
  2. DOL Q&A
  3. Insurance Products and FAS 157
  4. Audit Issues Tax & Consulting Professionals
  5. Terminations/Freezes/
    Mergers/Spinoffs
7:50 a.m. - 8:00 a.m.   Change Break
8:00 a.m. - 9:15 a.m.   Concurrent Sessions (select one)
  1. Audit Considerations Related to Plan Fees & Expenses (repeat of #7 & #29)
  2. Actuarial Reports — Defined Benefit/Health & Welfare (repeat of #32)
  3. New EFAST 2 System (repeat of #22)
  4. 11-Ks, KSOPs & ESOPs
  5. Health & Welfare Basics (repeat of #24)
  6. Plan Fees: An Update on Regulations, Legislation & Litigation
  7. 403(b) Plans — Advanced DOL and IRS Regulatory Compliance Issues
  8. Accounting For Income Taxes Under FAS 123(R)
9:15 a.m. - 9:45 a.m.   Morning Refreshment Break & Vendor Display
9:45 a.m. - 11:00 a.m.   Concurrent Sessions (select one)
  1. ERISA 403(b) Audit Issues (repeat of #5 & #28)
  2. 157 Overview (repeat of #4 & #36)
  3. Plan Operational Defects: IRS Correction Programs
  4. Internal Controls & SAS 70 (repeat of #38)
  5. Health & Welfare Pitfalls (repeat of #40)
  6. Plan Fees — Categories & Contractual Considerations
  7. Definition of Compensation in Qualified Plans — Getting It Right
  8. Compensation, Benefits & HR Due Diligence
11:00 a.m. - 11:10 a.m.   Change Break
11:10 a.m. - 12:25 p.m.   Concurrent Sessions (select one)
  1. Ask the Experts
  2. Form 5500 Preparers Update
  3. Plan Operational Defects: DOL Correction Programs
  4. Cafeteria Plans & Other Health & Welfare Plan Tax Update
  5. Forget Me Nots — Common Errors in Plan Administration (repeat of #33)
12:25 p.m.   Main Conference Adjourns

Location

Untitled Document

Rosen Shingle Creek
9939 Universal Boulevard
Orlando, FL 32819
Hotel: 407-996-9939
Reservations: 866-996-6338
Room Rate: $219.00 single/double
Hotel Discount Cutoff Date: April 18, 2009

Optional Workshops

Purchase Below Basic Audit Workshop

Date: May 17, 09:00 AM - 06:00 PM
Session Price: $475.00
Session Code: 101
CPE Credits: 8
Michael Auerbach, U.S. Department of Labor, Employee Benefits Security Administration, Washington, DC
Bob Cote, Cote & Company, APC, San Francisco, CA
Marilee Lau, KPMG LLP, San Francisco, CA
This full-day, interactive workshop is designed to provide participants with the knowledge to plan and perform quality audits of employee benefit plans. Participant questions are encouraged. This workshop will address:
  • Participant’s questions and problems
  • Real-life examples


    • Purchase Below Basic Executive Compensation

    Date: May 17, 09:00 AM - 06:00 PM
    Session Price: $475.00
    Session Code: 102
    CPE Credits: 8
    This workshop will introduce executive compensation to individuals who have little or no experience with the subject. Attendees will obtain an understanding of the basic forms of executive compensation (base salary, bonus, equity-based compensation, deferred compensation, fringe benefits, etc.) and the common features and special rules and limitations that apply to each type.

    Purchase Below Form 5500

    Date: May 17, 01:00 PM - 06:00 PM
    Session Price: $275.00
    Session Code: 103
    CPE Credits: 5
    This workshop will provide detailed instruction on completing the 2008 Form 5500 and its schedules, and requirements for filing with the Department of Labor. Highlights include:
  • Changes to the 2008 Form 5500
  • An in-depth review of the important elements of the Form 5500 and each of its schedules
  • An opportunity for attendees to ask detailed questions regarding the Form 5500 and other related matters
  • An introduction to the changes to the 2009 Form 5500 and its all-new electronic processing

    • Purchase Below Tax Qualification

    Date: May 20, 01:00 PM - 05:00 PM
    Session Price: $275.00
    Session Code: 301
    CPE Credits: 4
    This workshop is designed for those with a limited knowledge of the tax rules for qualified retirement plans. We will discuss in an interactive and participatory atmosphere how qualified plans operate and some of the issues involved with making sure they are qualified. There will be a general discussion about what can be done if your client’s plan fails the rules. Highlights of this workshop include a review of:
  • The history of qualified plans
  • Major qualification rules
  • Rules of taxation

    • Purchase Below Advanced Executive Compensation

    Date: May 20, 01:00 PM - 05:00 PM
    Session Price: $275.00
    Session Code: 302
    CPE Credits: 4
    This workshop will focus on more complicated issues and design structures in executive compensation. Discussions will include focus on designing plans for private companies in light of Section 409A and executive compensation arrangements for public companies as impacted by Tax Code Sections 162(m), 409A, and 280G and SEC and Accounting rules under FAS 123R. This workshop will also cover international equity compensation issues and benchmarking concepts for executive compensation.

    Table of Contents

    Excerpts

    Product Code: EMPBEN09
    Regular: $1,275.00
    AICPA Member: $1,075.00
    Your Price: $1275.00

    Check box(es) to select sections

    Basic Audit Workshop
    Pre-Conference
    May 17, 09:00 AM - 06:00 PM
    Session Code: 101
    CPE Credits: 8
    Session Price: $475.00
    Basic Executive Compensation
    Pre-Conference
    May 17, 09:00 AM - 06:00 PM
    Session Code: 102
    CPE Credits: 8
    Session Price: $475.00
    Form 5500
    Pre-Conference
    May 17, 01:00 PM - 06:00 PM
    Session Code: 103
    CPE Credits: 5
    Session Price: $275.00
    Tax Qualification
    Post-Conference
    May 20, 01:00 PM - 05:00 PM
    Session Code: 301
    CPE Credits: 4
    Session Price: $275.00
    Advanced Executive Compensation
    Post-Conference
    May 20, 01:00 PM - 05:00 PM
    Session Code: 302
    CPE Credits: 4
    Session Price: $275.00
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    Publications--10% discount
    CPE Self-Study--20% discount

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