2025 EBP Update: Standards, Compliance, and Best Practices
Overview
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.
Delivery Method: Individual webcast
CPE Credit: Auditing
Program Level: Update
Highlights
- EPB
- Auditing
- Yellowbook
Prerequisites
Prior experience with audits of EBPs
Designed For
Accounting Professionals
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
Preparation
None
Leader(s):
Leader Bios
Peter Zender, Accounting & Auditing Training Facilitator, Galasso Learning Solutions
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.
Throughout his career, Peter worked 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.
Non-Member Price $109.00
Member Price $79.00