Webinars
Audit-Proof Your Employee Benefit Plan: Best Practices for Compliance & Accuracy
Monday, March 17 | This webinar has concluded. Complete the form below to watch the recording.
Presenters: Marisa Ahrens, CPA, Ali Barnes, CPA, CGFM, and Alan Panter, CPA, CGFM
Yeo & Yeo Principals Marisa Ahrens, CPA, Ali Barnes, CPA, CGFM, and Alan Panter, CPA, CGFM, present an informative webinar on how to navigate your employee benefit plan audit with confidence.
In this webinar, we discuss:
- Preparing for your audit
- An overview of Form 5500
- Common audit deficiencies and how to prevent them
- Secure Act 2.0 updates taking effect in 2025 and their impact
- Reviewing audit findings and implementing changes
Take advantage of this opportunity to gain insights from experienced audit professionals and ensure compliance with evolving regulations.
- Marisa Ahrens, CPA, leads the firm’s Employee Benefit Plan Services Group and holds the American Institute of Certified Public Accountants Advanced Defined Contribution Plans Audit Certificate.
- Ali Barnes, CPA, CGFM, leads the firm’s Assurance Technical Team and is a member of the firm’s Quality Assurance Committee, Government Services Group, and Employee Benefit Plan Services Group.
- Alan Panter, CPA, CGFM, is a member of the firm’s Government Services Group and Employee Benefit Plan Services Group. Alan has more than 28 years of experience providing audit and consulting services.