Essential EBP Audit Updates for Financial Professionals

  12 PM CT

EBPLegislative updates

Join our expert panel for an essential webinar covering the significant Employee Benefit Plan (EBP) audit updates and requirements. Our experienced professionals will provide valuable insights to help you prepare for upcoming changes in audit procedures, compliance requirements, and best practices.

Key Topics Include:

  • Secure 2.0 Act Updates: Implementation requirements and compliance considerations
  • RS Limits: New thresholds and their impact on plan administration
  • FinREC Guidance: Latest recommendations on revenue sharing arrangements
  • FASB Updates: Current accounting standards affecting employee benefit plans
  • Form 5500 Changes: New reporting requirements for the 2024 plan year
  • DOL Updates: Revised administrative penalties and audit quality findings
  • Additional Audit Considerations: IRS regulations and reporting requirements

This interactive session will equip you with actionable knowledge to ensure your organization is prepared for this EBP audit season. Through real-world examples and practical applications, you’ll gain a clear understanding of how to implement these important changes.