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.

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

Highlights

• EPB
• Auditing
• Yellowbook