Employee Benefits: comply with confidence and meet fiduciary requirements

Employee benefits are complicated—each brings unique requirements that, if unmet, can subject the plan and its sponsor to added scrutiny from plan participants and regulators. It’s important that plan sponsors, plan fiduciaries, and the Department of Labor (DOL) are confident the plan is being managed properly. Learn how to manage fiduciary responsibilities, monitor plan investments, and maximize the plan’s potential.

You should attend if your company is:

• Approaching the plan participant threshold requiring a financial statement audit to be attached to the Form 5500
• Not required to file a financial statement audit but subject to fiduciary requirements under the DOL
• One that would benefit from education on fiduciary requirements


This hour-long presentation will help you better understand, prepare for, and implement your financial statement audits, and comply with fiduciary requirements under the DOL and ERISA.

Who should attend?
HR executives, finance executives, wealth and investment management professionals, and employee benefits professionals.

Continuing Professional Education (CPE)
This overview session does not require any prerequisites is designed to provide 1 CPE credits for tax and specialized knowledge under standards established by the American Institute of Certified Public Accountants. Please check with your relevant licensing body to determine your qualification for CPE credits.

The presenters: 
Bill Enck and Kaylyn Landry can help you understand the shifting employee benefits landscape and gain control of related challenges, no matter how simple or complex.
b_enck_400.jpg
Principal
BerryDunn

 
k_landry
Senior Manager
BerryDunn
 

View Recording

© 2025 BerryDunn. All Rights Reserved. “BerryDunn” is the brand name under which Berry, Dunn, McNeil & Parker, LLC and BDMP Assurance, LLP, independently owned entities, provide professional services in an alternative practice structure in accordance with the AICPA Code of Professional Conduct. BDMP Assurance, LLP is a licensed CPA firm that provides attest services, and Berry, Dunn, McNeil & Parker, LLC, and its subsidiary entities provide tax and advisory services.

“BerryDunn” is the brand name under which Berry, Dunn, McNeil & Parker, LLC and BDMP Assurance, LLP provide professional services. 

Berry, Dunn, McNeil & Parker, LLC and BDMP Assurance, LLP practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. BDMP Assurance, LLP is a licensed independent CPA firm that provides attest services to its clients, and Berry, Dunn, McNeil & Parker, LLC and its subsidiary entities provide tax and business advisory services to their clients.

The entities falling under the BerryDunn brand are independently owned and neither entity is liable for the services provided by the other entity. Our use of the terms “our Firm” and “we” and “us” and terms of similar import denote the alternative practice structure of Berry, Dunn, McNeil & Parker, LLC and BDMP Assurance, LLP.

terms & conditions | privacy policy