AICPA Employee Benefit Plans Conference

Early Bird Savings

Register early and save $150! Early bird pricing expires Mar 20. Early bird savings will be shown in shopping cart.

You rely on this conference for the tried-and-true: specialized content, authoritative speakers and a chance to pause and check in with your peers.

The 2026 conference offers:

• In-depth coverage of the various aspects of employee benefit plan audits
• Special recognition of the tax professional’s role in EBP compliance
• Sessions identified to meet your experience level: Foundational, Intermediate, Advanced

Who should attend:

• Auditors and tax practitioners
• Plan sponsors and other service providers, including third-party administrators
• Reporting Managers for Plan Sponsors
• Consultants and other professionals specializing in employee benefit plans

Bonus pre-conference workshops for on-site attendees

A&A Fundamentals Workshop (In-Person Only)
Sunday, May 3, 2026, 12:30-5:00pm ET
4.5 CPE credits

Join us for a Fundamentals case study, where we walkthrough an example benefit plan. We will start with the plan document and identifying plan parameters, assess our risk and develop an audit strategy and conclude with substantive testing of those significant audit areas.

Prerequisite: Watch the AICPA Basics

Learning Objectives:

• Recall the various types of plan document designs and common plan amendments.
• Recognize relevant plan provisions to consider risk assessment and develop audit procedures.
• Distinguish when ERISA Section 103(a)(3)(C) audits are appropriate.
• Review SOC 1 reports and its impact on planned procedures and risk assessment.
• Indicate sampling and testing procedures for payroll, definition of compensation, participant eligibility, participant data, contributions, timely remittance of contributions, distributions (including vesting and forfeitures), participant loans, and hardships.
• Recognize common errors found in testing of contributions, eligibility, participant data and distributions.

(Select Onsite + Workshop 101 to register for both this workshop and the main conference.)

Form 5500 Workshop (In-Person Only)
Sunday, May 3, 2026, 1:30-5:00pm ET
3.5 CPE credits

The Form 5500 workshop will provide a practical review of Form 5500 and related schedules. We will explore common practitioner questions, best practices for completing Form 5500 and related schedules, and the impact of current and proposed legislation on the filings. The session is designed for plan administrators, auditors, tax professionals, and preparers who want to learn about Form 5500 as well as expand their knowledge of Form 5500 filings.

Learning Objectives:

• Identify the 2024 Form 5500/5500-SF (and related schedules) and 2025 Form 8955-SSA, including any changes to the forms.
• Recognize common challenges in preparation of Forms 5500 and related schedules and how to address them.

(Select Onsite + Workshop 102 to register for both this workshop and the main conference.)

Employee Benefit Plans Conference 8-Pack

Use the select 8 option to focus on specific topics that match your needs. This option allows you to choose any 8 sessions from the main conference agenda. It’s also a great way to get access to the key information if you’re pressed for time. We’ll email access, agenda creation, and material download instructions a few days prior to the conference start. Don’t worry you can adjust your agenda at any time.

Exhibit & Sponsor Opportunities

You’ll have exposure to the buying audience – top-level CPA firm partners, senior managers, in addition to benefit plan professionals.

Contact us at SPEXevents@hq.cpa.com

EBPAQC Members Save $150

Employee Benefit Audit Quality Center (EBPAQC) members save on the full onsite or online conference registration.