The Moore Colson CPAs and Advisors 2022 Employee Benefit Plan (EBP) Event Series is now finished. We hope you enjoyed these educational sessions featuring industry thought leaders exploring the latest retirement plan trends and providing advice for Plan Sponsors. If you were unable to attend any of the past webinars, we have shared links to view recordings of most of the webinars below. We invite you to watch the recordings at your convenience to be informed and prepared. Stay tuned for the release of our 2023 EBP event schedule later this year.
In the meantime, feel free to explore more on our EBP service offerings. Named one of ‘Atlanta’s Top 10 Employee Benefits and Compensation Firms,’ we deliver an efficient, coordinated audit process between plan sponsors and their service providers, such as third-party administrators and custodians of the plan’s investments.
Previous Events
Your First 401k Audit: What to Expect and How to Prepare
January 13, 2022 | 12:00 – 1:00 PM ET
Speaker: Candace Jackson, CPA; Partner, Moore Colson CPAs and Advisors
Join us as we break down what to expect in your first 401k audit. This virtual event is designed to assist Plan Sponsors who will be going through their first 401k audits in 2022.
In this presentation, Moore Colson Partner and Employee Benefit Plan Practice Leader Candace Jackson will walk you through the 401k audit process and provide advice on how you can start preparing now.
How to Stay ahead of 401(k) Deadlines and Out of Trouble in 2022
January 20, 2022 | 12:00 – 1:00 PM ET
Speakers: Mike Zahariades, APR; Partner; and Aaron Moody, ESQ; General Counsel: Retirement Plan Administrators, LLC
Moderator: Candace Jackson, CPA; Partner, Moore Colson CPAs and Advisors
This presentation will provide you with key dates in 2022 that you need to be aware of when managing your company 401(k) plan. You will learn about common mistakes that plan sponsors often make and how to avoid the pitfalls that can invoke the scrutiny of the IRS or DOL.
Exploring the New Employee Benefit Plan Auditing Standard (SAS 136) and Its Impact on Your EBP Audit
February 17, 2022 | 12:00 – 1:00 PM ET
Speaker: Candace Jackson, CPA; Partner, Moore Colson CPAs and Advisors
The new standard includes changes for both the plan auditor and plan management. It’s important to understand the requirements of both when thinking about how your audit will change going forward. The overarching theme is to increase plan sponsor awareness of its responsibilities and the meaning of what has traditionally been referred to as a “limited scope” audit.
Attracting and Retaining Talent in 2022: Ideas and Best Practices to Design Competitive and Inclusive Retirement Plans
March 23, 2022 | 12:00 – 1:00 PM ET
Speakers: Devyn Duex, AIF®, C(k)P®, CPFA, CRPS®, NQPA® Vice President, Financial Advisor; and Evan Melcher, AIF®, ARPC, CIMA®, CPFA, Principal, Financial Advisor, CAPTRUST
Moderator: Candace Jackson, CPA; Partner, Moore Colson CPAs and Advisors
This session will share statistics that can help attendees identify whether their workplace retirement plans meet the needs and goals of the organization and the participants. And, will offer tips and ideas that plan sponsors can use to ensure that their retirement benefits can be enjoyed equally by all employees.
Perspectives from an ERISA Attorney in 2022
April 21, 2022 | 12:00 – 1:00 PM ET
Speaker: Adrienne I. Moore, J.D.; Senior Associate Attorney, Ferenczy Benefits Law Center
Moderator: Candace Jackson, CPA; Partner, Moore Colson CPAs and Advisors
Join us for an exciting hour of content from Adrienne Moore, an ERISA attorney at Ferenczy Benefits Law Center. Adrienne will discuss perspectives on key current topics and answer your questions! Topics covered will include pending federal legislation that affects retirement plans and Adrienne’s experiences with the IRS and DOL in both correction work and plan audit challenges using real-world examples.
Cybersecurity: Defense in Depth
May 4, 2022 | 12:00 – 1:00 PM ET
Speakers: Trish McGinity, Head of Cybersecurity Communications at Empower Retirement; and Lisa Dickinson, CIPP/US, GRCP, Executive Vice President, Executive Liability and Cyber Practice Leader at Marsh McLennan Agency
Moderator: Candace Jackson, CPA; Partner at Moore Colson CPAs and Advisors
This webinar will give a unique perspective on cybersecurity from a record-keeper standpoint. Head of Cybersecurity Communications at Empower, the second-largest retirement plan provider in the United States, will share what plans should be doing to combat these risks. Lisa Dickinson, EVP and Cyber Practice Leader from Ironwood Marsh McLennan Agency, will also discuss the current cyber insurance market landscape, what to expect on policies and rate renewals, and what every company should have in place to ensure coverage availability.
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