2025 EBP Update: Standards, Compliance, and Best Practices
Total Credits: 2 including 2 Auditing- Technical
- Average Rating:
- Not yet rated
- Categories:
- ACPEN Industry Institute | Yellow Book | Accounting and Auditing
- Faculty:
- Peter Zender, CPA
- Course Levels:
- Update
- Duration:
- 2 Hours
- License:
- Expires 30 day(s) after program date.
Description
Stay ahead in the evolving landscape of employee benefit plan (EBP) audits with this essential 2025 update. This course covers key regulatory changes, including the SECURE 2.0 Act, newly effective accounting and auditing standards (SAS 145 and Quality Management Standards), and insights from the Department of Labor's latest findings on audit quality. We'll also dive into emerging hot topics shaping the EBP audit environment, equipping you with the knowledge to enhance compliance, mitigate risks, and deliver exceptional audit quality. Whether you're a seasoned professional or new to EBP audits, this session will provide actionable insights to keep you confident and prepared.
Basic Course Information
Learning Objectives- Identify the key provisions of the SECURE 2.0 Act and their implications for employee benefit plan (EBP) audits
- Recall the impact of new accounting and auditing standards on EBP audit procedures and risk assessment
- Identify insights from the latest Department of Labor findings and hot topics in EBP audits to develop strategies that enhance audit quality and mitigate risks
Major Subjects
- EPB
- Auditing
- Yellowbook
Course Materials
| IMPORTANT CPE Credit Instructions Read Before Webcast Updated 2025 (434.2 KB) | Available after Purchase | ||
Faculty
Peter Zender, CPA Related Seminars and Products
Accounting & Auditing Training Facilitator
With extensive experience in auditing and technology, Peter serves as an Audit Training Facilitator at Galasso Learning Solutions. His expertise in auditing healthcare companies, employee benefit plans, and private companies with complex transactions has made him a key contributor to the development of technical accounting training programs.
Before joining GLS, Peter worked at a Big 4, specializing in auditing healthcare companies in both public and private sectors. He later transitioned to an Internal Audit role at a Fortune 500 company before returning to public accounting at a national firm, where he focused on audits involving business combinations, asset acquisitions, GAAP to IFRS conversions, and technology implementations.
While with GLS, Peter earned the prestigious Association for Talent Development Master Trainer™ designation, which was only possible because he spent much of his audit career, working closely with learning and development to design and facilitate training on both technical accounting and soft skills. He has experience designing, overseeing, and facilitating weeklong training programs and producing accounting podcasts eligible for CPE credit.
Dates
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Sat, May 31, 2025 - 10:00am to 12:00pm PDT
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Thu, Jun 12, 2025 - 12:00pm to 02:00pm PDT
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Mon, Jun 30, 2025 - 02:00pm to 04:00pm PDT
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Wed, Jul 02, 2025 - 06:00am to 08:00am PDT
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Wed, Jul 16, 2025 - 08:00am to 10:00am PDT
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Fri, Aug 15, 2025 - 10:00am to 12:00pm PDT
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Thu, Aug 28, 2025 - 12:00pm to 02:00pm PDT
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Wed, Sep 03, 2025 - 02:00pm to 04:00pm PDT
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Fri, Sep 19, 2025 - 06:00am to 08:00am PDT
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Tue, Oct 14, 2025 - 04:00pm to 06:00pm PDT
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Wed, Oct 29, 2025 - 10:00am to 12:00pm PDT
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Sat, Nov 01, 2025 - 12:00pm to 02:00pm PDT
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Mon, Nov 24, 2025 - 02:00pm to 04:00pm PST
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Mon, Dec 08, 2025 - 06:00am to 08:00am PST
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Thu, Dec 18, 2025 - 08:00am to 10:00am PST
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Mon, Dec 29, 2025 - 10:00am to 12:00pm PST
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Tue, Jan 06, 2026 - 12:00pm to 02:00pm PST
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Thu, Jan 29, 2026 - 02:00pm to 04:00pm PST
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Tue, Feb 10, 2026 - 04:00pm to 06:00pm PST
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Fri, Feb 27, 2026 - 08:00am to 10:00am PST
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Mon, Mar 02, 2026 - 10:00am to 12:00pm PST
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Wed, Mar 18, 2026 - 12:00pm to 02:00pm PDT
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Wed, Apr 01, 2026 - 02:00pm to 04:00pm PDT
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Tue, Apr 21, 2026 - 06:00am to 08:00am PDT
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Additional Info
Basic Course Information
Prerequisites Prior experience with audits of EBPsAdvanced Preparation None
Designed For
Accounting Professionals
Original Recording Date 04/2025
Yellow Book Yes
Course Developer Galasso Learning Solutions
Date Added to Catalog 3/2025
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.