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ASPPA Annual Growth Summit: An Ounce of Prevention is Better than a Pound of Cure: Do We Really Have to Correct These Audit Findings?
October 28 @ 8:15 am - 9:05 am
Maria T. Hurd, CPA, RPA will be co-presenting at ASPPA’s Annual TPA Growth Summit.
October 28, 2025
8:15 AM – 9:05 PM EST
11:15 AM – 12:05 PM PDT
An Ounce of Prevention is Better than a Pound of Cure: Do We Really Have to Correct These Audit Findings?
This session focuses on navigating the complexities of retirement plan audits, with a special emphasis on the implications of SECURE 2.0. It will delve into common plan design and transactional challenges that can lead to audit complications, offering practical insights and strategies to mitigate potential issues in light of the latest legislative updates. Learning Objectives: Identify potential audit issues related to automatic enrollment and high employee turnover; Develop strategies for managing mid-year changes in service providers with minimal disruption; Implement best practices for record-keeping and historical data management when terminating service providers; Understand the audit implications of plan termination dates and apply effective solutions; Correcting compensation errors clearly and accurately, ensuring compliance and minimizing risks.
Speakers
- Maria T. Hurd, CPA, RPA, Director-Retirement Plan Audit Services, Belfint Lyons & Shuman, PA
- Molly Wessler, QPA™, QKA®, Plan Administration Manager, Leading Retirement Solutions
- Facilitator: Julie Altig, CPC™, QPA™, Owner/Partner, Atlantic Pension Services, Inc.
ASPPA Annual TPA Growth Summit
October 25 – 29
San Diego, CA
ASPPA Annual shapes the retirement plan landscape through innovation, education, and leadership. At this conference, you don’t just ride the waves of change: you create them. Equip yourself with the knowledge, connections, and skills that will define tomorrow’s retirement solutions. Together, we’ll harness the momentum that moves our profession forward.