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Plante Moran employee benefit plan experts will attend and speak on 10 topics at two conferences this spring.

 Professionals walking fast

AICPA Employee Benefit Plans Conference

May 15-17, 2018
Wynn Las Vegas, Las Vegas, Nev.

The AICPA Employee Benefit Plans Conference offers a comprehensive lineup of sessions, delivered by top regulators, key decision-makers, and expert practitioners with targeted learning for all experience levels. Combined with a thorough review of the latest tax updates and tax strategies for compliant plan design, this conference offers technical knowledge and management skills to strengthen all aspects of your employee benefit plan practice.

Plante Moran will present:

  • Audit and accounting for investments: Kimber Smail-Benedict, assurance partner
  • A&A for plan mergers and terminations: what you need to know to get out of the game: Jean Hackstock, assurance senior manager
  • Auditing and reporting for terminating defined benefit plans: Theresa Banka, assurance partner
  • Ethics, independence, & EBPs: Steve VanSteenkiste, assurance partner and Jean Hackstock, assurance senior manager
  • Putting into practice: auditing census data and actuarial assumptions: Kimber Smail-Benedict, assurance partner          
  • Derivatives: Steve VanSteenkiste, assurance partner    
  • Ins and outs of health care arrangements: Gabriel O'Keefe, assurance partner
  • H&W claims auditing session: Gabriel O’Keefe, assurance partner           
  • Accounting and auditing for ESOPs: Theresa Banka, assurance partner             

For more event information, including registration and conference agenda, view the event page. Conference discount codes are available to Plante Moran guests.

2018 Chicago Mid-Sized Retirement & Healthcare Plan Management Conference

June 10-13, 2018
Chicago Marriott Downtown Magnificent Mile, Chicago, Ill.

With more than 40 in-depth workshops, strategic, big-picture keynote sessions, and ample opportunities for meaningful networking with colleagues, the Mid-Sized Retirement & Healthcare Plan Management Conference will help you identify and conquer current and upcoming benefit plan management challenges.

Plante Moran experts will present:

  • Best practices for monitoring your retirement plans: Kimber Smail-Benedict, assurance partner, Laura Taylor, employee benefits senior manager, and Jeremy Tollas, investment associate

For more event information, including registration and conference agenda, view the event page. Conference discount codes are available to Plante Moran guests.

Contact a member of the Plante Moran team for more information.