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WeSTERN PENSION & BENEFITS COUNCIL

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Online Webinar: Tales From an ERISA Plan Auditor – Dream Clients and Nightmare Clients

  • 21 Apr 2016
  • 10:00 AM - 11:40 AM
  • Online Webinar

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  • A member of any chapter of the WP&BC in good standing.
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ONLINE WEBINAR

Tales From an ERISA Plan Auditor – Dream Clients and Nightmare Clients
Ever wonder what those retirement plan auditors actually do and why they ask all those pesky questions? .Ponder why the audit seems to take forever and then suddenly is done right before the Form 5500 filing deadline?

Join us for an educational and intriguing presentation during which the above questions will be explored and answered so that you better understand the audit process and can tell whether the auditor is doing a great job for your clients.  Through a series of case studies taken from actual client interactions, we will discuss how clients can successfully navigate the independent audit process and how service providers and auditors can work together to help clients complete the annual plan audit.  Each case study will conclude with a set of best practices.


About Our Presenter

Crystal Ekanayake has over fifteen years of experience auditing a variety of ERISA plans, including defined contribution plans, defined benefit plans, employee stock ownership plans and health and welfare plans. She started her career in banking and private industry, before transitioning into public accounting, where she has been a partner for the past 9 years.  During her tenure at GALLINA LLP, she built the ERISA audit practice from the ground up and now oversees over 125 annual ERISA audits. 

Ms. Ekanayake was a co-author for Knowledge Based Audits of Employee Benefit Plans, and audit guide published by Wolters-Kluwer and used throughout the accounting industry from its inception through 2014 and is a frequent presenter at national- level professional conferences on a variety of topics relating to retirement plans.  She also teaches graduate level accounting and auditing courses at the University of California Davis.

Ms. Ekanayake is a Certified Public Accountant and Certified Employee Benefit Specialist, a designation from the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania.
 
The webinar will provide two continuing education credits for  for ASPPA, NIPA, JBEA, ERPA, MCLE CA, CPA CE for CA and OR.

Members are $50, Nonmembers are $65.
Please feel free to reach out to WP&BC with any questions.

Direct Questions To:

WEBINARS:
webinars@westernpension.org

ANNUAL CONFERENCE:
frank@wpbcsf.org

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720-837-2426

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