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Webinar

COVID-19, legislation and change: the future administration of employee benefit plans

Employers understand that to stay competitive and attract talent, they need a robust retirement plan. What they may not understand - as a plan sponsor or as someone controlling or managing the plan, they have a fiduciary role and must meet annual Internal Revenue Service (IRS) and Department of Labor (DOL) filing requirements. In this webinar, Baker Tilly and Conrad Siegel will help you navigate the increasingly complex regulatory territory of today’s retirement plans by reviewing recent legislation, accounting standards and trends, and discussing steps you can take to protect the integrity of your retirement plan.

Key learning objectives

After attending this webinar, participants will be able to:

  1. Describe the necessary steps to ensure compliance with the CARES and SECURE Acts
  2. Discuss how to be better prepared for both your retirement plan audit and for the long-term impact of legislation and COVID-19 on your retirement plan
  3. Identify what retirement plan auditors are looking for in light of recent legislation and a remote-work environment

Who should attend?

Professionals with oversight of a retirement plan – human resource professionals, payroll specialists, controllers, CFOs and auditors.

Presenters

Melissa Wolf, CPA
Senior Manager, Baker Tilly

Scott Gehman, ERPA, CEBS
Retirement Plan Consultant, Conrad Siegel

Download the slides

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An inside look at the IRS and the Department of Justice | webinar series part 3