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.
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.
- Dave P. Dorsey, CPA, Withum Smith+Brown, PC
- Al Holifield, Holifield Janich Rachal Ferrera, PLLC
- Dinah S. Leventhal, O'Donoghue & O'Donoghue LLP
- Michelle C. Yau, Cohen Milstein Sellers & Toll PLLC
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