National Conference on Employee Benefit Plans 2012
View Description
The AICPA Conference on Employee Benefit Plans provides you with key updates on recent and proposed legislative changes and regulatory issues. Presented by some of the industry’s leading experts, including Department of Labor and IRS representatives, this three-day event will offer the information you need to perform high-quality employee benefit plan audits and provide up-to-date tax guidance. Benefit from an extensive selection of sessions in tracks specifically geared toward professionals who concentrate on the auditing and reporting of employee benefit plans, or those who are responsible for tax and regulatory consulting, including preparing and submitting returns, as well as plan sponsors or third party administrators.
Browse Exhibitors
SILVER SPONSOR
CaseWare IDEA
Booth:
26
Address:
1250 Wood Branch Park Dr. Suite 480
Houston, TX 77079
Phone:
888-641-2800
Website:
CaseWare is an industry leader in providing technology solutions for audit professionals, with over 250,000 users in 130 countries. IDEA® is a user-friendly tool designed to extend auditing capabilities, detect fraud and meet documentation standards. Monitor™ is a risk and controls monitoring solution that allows business users and auditors to monitor any automated system.
SPONSOR
Fidelity Investments
Booth:
18
Address:
200 Magellan
Covington, KY 41015
Phone:
859-386-7724
Fidelity Investments is one of the world’s largest providers of financial services, with assets under administration of over $3.5 trillion, and provides a broad array of integrated services to defined contribution, defined benefit, health & welfare, and stock plans. Fidelity provides comprehensive reporting in conjunction with these services.
SPONSOR
Harvest Investments Ltd
Booth:
16
Address:
100 Tower Drive, Suite 211
Burr Ridge, IL 60527
Phone:
630-734-0301
Website:
Harvest - your Investment Audit Expert - provides independent, transparent and unbiased valuations of your clients investments. Our reviews are compliant with AICPA, PCAOB, and FASB guidelines, including FAS levels, reasonableness, risk, models, key inputs, and uniquely cover a wide array of markets, including equity, credit and other esoteric investments.
SPONSOR
Morgan Stanley Smith Barney
Booth:
25
Address:
7500 Old Georgetown Rd., 10th fl
Bethesda, MD 20814
Phone:
301-961-2651 Cell 410-271-4620
Website:
Professionals from Morgan Stanley Smith Barney, Steiker Fischer Edwards & Greenapple and First Bankers Trust Services Inc. will provide insight gathered from over 200 closed transactions regarding the use of private company stock in retirement plans, including ESOP’s and 401K’s to create shareholder liquidity, ownership succession and tax advantages.
SPONSOR
TIAA-CREF
Booth:
15
Address:
730 Third Avenue
New York, NY 10017
Phone:
212-913-7632
Website:
The TIAA-CREF family of companies is a prominent financial services organization dedicated to providing lifetime financial security to those in the healthcare, academic, cultural and research fields; for people whose work serves others. An organization with more than $440.7 billion in total assets under management as of September 30, 2011, TIAA-CREF has more than 3.
BASIC LISTING
AICPA EBPAQC
Booth:
23
Address:
1455 Pennsylvania Ave, NW
Washington, DC 20004
Phone:
202-434-9269
Website:
Is your firm a member of the AICPA Employee Benefit Plan Audit Quality Center? Center membership demonstrates your firm’s commitment to audit quality via adherence to practice management requirements in areas of training, quality control and self-monitoring. Visit our booth to learn more about the Center.
BASIC LISTING
AICPA Learning
Booth:
21
Address
Durham, NC 27707
Phone:
919-402-4563
Website:
AICPA Learning offers affordable and effective group training options, including on-site training, CPExpress, the IFRS Certificate Program, and the new AICPA Learning Management Solution – an LMS designed specifically for accounting and financial professionals that offers access to hundreds of online learning courses, CPE tracking, and learning plans.
BASIC LISTING
American Institute of CPAs
Booth:
28
Address:
220 Leigh Farm Rd
Durham, NC 27707
Phone:
888-777-7077
Website:
The American Institute of Certified Public Accountants (AICPA) is the world’s largest association representing the accounting profession, with nearly 377,000 members in 128 countries and a 125 year heritage of serving the public interest. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.
BASIC LISTING
Bloomberg BNA
Booth:
24
Address:
1801 S. Bell St.
Arlington, VA 22202
Phone:
800-372-1033
Website:
Bloomberg BNA is a leading source of legal, regulatory, and business information. Its large network of seasoned reporters, correspondents and editors provides coverage analysis and guidance for the full range of legal practice areas -- from employee benefits and intellectual property to labor & employment and healthcare.
BASIC LISTING
Confirmation.com
Booth:
22
Address:
214 Centerview Drive, Suite 265
Brentwood, TN 37027
Phone:
888-716-3577
Website:
Secure Online Audit Confirmations: Standardize your firm’s audit confirmation process, reduce your exposure to fraud, and increase efficiency with Confirmation.com -- a paperless, web-based solution that makes it easy for your firm to initiate and receive confirmations in 24 to 48 hours, not 4 to 6 weeks.
BASIC LISTING
CPA2Biz, Inc.
Booth:
22
Address:
1211 Avenue of the Americas, 19th Floor
New York, NY 10036
Phone:
855-855-5CPA
Website:
CPA2Biz, a subsidiary of the AICPA, provides best-in-class client-focused business solutions to support accounting professionals. Its Trusted Business Advisor solutions are cloud-based tools that enable accounting firms to build more collaborative and strategic relationships with their business clients or employers.
BASIC LISTING
Fiduciary Plan Governance
Booth:
14
Address:
37 Forrester Street
Newburyport, MA 01950
Phone:
978-225-8386
Website:
Fiduciary Plan Governance seeks to assist fiduciaries and their advisors in understanding their responsibilities, evaluating how well they are managing them, implementing procedures to fulfill those responsibilities and providing ongoing monitoring to ensure continued compliance with evolving “best practice standards”.
BASIC LISTING
Internal Revenue Service
Booth:
20
Address:
1100 Commerce St 4922DAL
Dallas, TX 75242
Phone:
214-202-3240
Website:
The office of Employee Plans of the IRS helps retirement plan sponsors, participants, and practitioners understand and comply with complex pension laws. Our Customer Education & Outreach office provides information on retirement plans through workshops and conferences, educational products, publications, newsletters, webinars, speeches, and at www.
BASIC LISTING
International Foundation of Employee Benefit Plans
Booth:
27
Address:
18700 W. Bluemound Road
Brookfield, WI 53045
Phone:
262-373-7747
Website:
The International Foundation of Employee Benefit Plans is a nonprofit organization, dedicated to being a leading objective and independent global source of employee benefits, compensation, and financial literacy education and information. Services include conferences, e-learning courses, webcasts, books, an information center, job and resume posting service, and the Certified Employee Benefits Specialist (CEBS) program.
BASIC LISTING
Northern Trust
Booth:
9
Address:
50 South LaSalle Street
Chicago, IL 60603
Phone:
312-444-4930
Website:
Northern Trust Corporation is a leading provider of investment management, asset and fund administration, banking solutions and fiduciary services for corporations, institutions and affluent individuals worldwide. For more than 120 years, Northern Trust has earned distinction as an industry leader in combining exceptional service and expertise with innovative products and technology.
BASIC LISTING
Principal Financial Group
Booth:
8
Address:
711 High Street
Des Moines, IA 50392
Phone:
800-543-4015, extension 76328
Website:
The Principal Financial Group®, with $320.8 billion of assets under management, is a leading global financial company offering businesses, individuals and institutional clients a wide range of financial products and services, including total retirement solutions, insurance and investment and banking products through our diverse family of financial services companies and national network of financial professionals.
BASIC LISTING
Sentinel Benefits & Financial Group
Booth:
4
Address:
55 Walkers Brook Drive, Suite 100
Reading, MA 01867
Phone:
781-914-1330
Website:
Sentinel a leading employee benefit consulting and administration firm. Our broad range of financial services makes Sentinel an excellent choice for clients seeking a single resource to manage all employee benefits including Group Insurance, Flexible Spending Accounts, Health Reimbursement Accounts, COBRA, retirement plan consulting and administration and investment advisory services.
BASIC LISTING
SunTrust Banks, Inc.
Booth:
19
Address:
303 Peachtree Street, 15th Floor
Atlanta, GA Atlanta
Phone:
404-813-5039
Website:
For more than half a century, SunTrust has been delivering employee benefit solutions to companies of all types and sizes. We can help you design and administer benefit programs that deliver value to you and your employees, minimize your fiduciary risk and administrative duties, and help your business stay competitive.
BASIC LISTING
The Newport Group
Booth:
17
Address:
300 International Parkway, Suite 270
Heathrow, FL 32746
Phone:
407-531-5936
Website:
Founded in 1984, The Newport Group is a leading retirement services firm—specializing in the creative design, funding, and administration of qualified and non-qualified retirement plans as well as co-fiduciary investment consulting services. Through its innovative and customized solutions, Newport is uniquely positioned to satisfy the distinct financial needs of employers and employees, and has done so for hundreds of the country’s largest and best-known companies.
