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 25CF-EBPA: MNCPA Audits of Employee Benefit Plans Conference

May 19, 2025  -  Bloomington, MN and Online

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Agenda

Monday, May 19, 2025

8:00 am - 9:15 am

A1. Department of Labor Update
Speaker Speaker(s) TBD
Field of study Auditing - Technical (1.5)

9:30 am - 10:45 am

B1. Audit Pitfalls: Experiences From the Field
Field of study Auditing - Technical (1.5)
Description Audit challenges are inevitable — but learning from real-world cases can help auditors navigate them more effectively. Unpack key lessons from recent standard implementations and common employee benefit plan audit pitfalls. Through a case study... Read more »

11:00 am - 11:50 am

C1. Plan Documentation and Retention Policies
Field of study Auditing - Technical (1)
Description Proper documentation is the foundation of retirement plan administration and audits. Explore the types of plan documents auditors commonly encounter, the records plan sponsors should maintain and best practices for retention. Stay ahead of evolving... Read more »

12:40 pm - 1:55 pm

D1. Navigating SOC 1 Reports: A Guide for Employee Benefit Plan Audits
Speaker Rachel Rafik
Field of study Auditing - Technical (1.5)
Description SOC 1 reports play a crucial role in employee benefit plan audits, but how should auditors use them effectively? This session provides a deep dive into SOC 1 reports, their key components, and how they differ from SOC 2 reports. Learn how to assess... Read more »

2:10 pm - 3:00 pm

E1. Unique Considerations for Auditing DB Plans and ESOPs
Field of study Auditing - Technical (1)
Description Defined benefit plans and employee stock ownership plans come with distinct audit challenges. Examine the complexities that set these audits apart from traditional 401(k) plan audits. Explore the heightened risks, the role of specialists and the... Read more »

3:15 pm - 4:30 pm

F1. Panel Discussion
Field of study Auditing - Technical (1.5)
Description Experts share their insights on the latest developments, common pitfalls and best practices in auditing employee benefit plans. Gain practical strategies for addressing regulatory updates, improving audit quality and mitigating risk. Whether you’re... Read more »
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Conference management team

Lynn Kletscher
Director of Education
952-885-5513

Emily Stamp
Conference coordinator
952-885-5509 

Leslie Mueller
Exhibitors & Sponsors
952-885-5520

Conference sponsorships

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