ASPPA Annual Growth Summit: An Ounce of Prevention is Better than a Pound of Cure: Do We Really Have to Correct These Audit Findings?
2025-10-28 08:15 - 09:05 (America/New_York) | Manchester Grand Hyatt, One Market Place, San Diego, California, 92101
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.

The Plan Sponsor University - How to Prevent and Detect Operational Mistakes in Your Retirement Plan
2025-11-06 08:00 - 14:00 | Villanova University, West Campus - Garey Hall Room 10A, Villanova, Pennsylvania, 19085
Maria Hurd, CPA will be presenting at The Plan Sponsor University All Day Conference.
How to Prevent and Detect Operational Mistakes in Your Retirement Plan
The Plan Sponsor University will be held on November 6 from 8:00am-2:00pm at Villanova University.
Learn more from the TPSU website!

West Chester University - Beta Alpha Psi Small Firms Night
2025-11-06 17:30 - 19:00 | West Chester University – Business and Public Management, 50 Sharpless Street, Room 212, West Chester, PA, United States
BLS CPAs will be attending West Chester University – Beta Alpha Psi’s Small Firms Night where students can hear from accountants from various local small to mid sized firms! Bella LaPlante, Staff II Accountant will be a panelist and Jenni Fleck Jones, College Recruiter will be available to answer questions.
WCU Students – be sure to talk with us about our College Programs.

Delaware Alliance for Nonprofit Advancement (DANA): Financial Management for Nonprofits
2025-12-03 11:30 - 13:00 | Virtual
Jon Moll, CPA will be presenting a virtual workshop for Delaware Alliance for Nonprofit Advancement (DANA): Financial Management for Nonprofits.
In this workshop, Jonathan D. Moll, (Director of Accounting and Auditing at Belfint, Lyons, Schuman) will demystify nonprofit financial management by breaking down concepts into easy-to-understand language. He will share insights on interpreting balance sheets and cash flow statements, developing budgets aligned with mission goals, and presenting financial information to boards and funders with confidence.

Build your confidence in reading and interpreting nonprofit financial statements.
Develop more accurate, mission-driven budgets.
Learn strategies for financial storytelling to engage boards and donors.

Learn more here: DANA’s Workshop Webpage
Learn more about BLS CPA’s Nonprofit Practice Group.

AICPA & CIMA Employee Benefit Plan Conference - You Have an ERROR Now What?
2025-12-04 13:00 - 14:15 | Virutal
Christopher J. Ciminera, CPA will be co-presenting at the AICPA & CIMA Employee Benefit Plans Conference on December 4, 2025 from 1:00pm – 2:15pm!
AICPA & CIMA Employee Benefit Plans Conference
December 4, 2025
Chris’s session: You Have an ERROR Now What? – Understanding the Impact of 401K Corrections

Secure 2.0 Catch-Up Requirements Webinar
2025-12-17 13:00 - 14:30 | Virutal
Summit Group Retirement Planners, Inc. has invited Maria T. Hurd, CPA, RPA to present on the very timely topic of Catch-Up Requirements!
The Secure 2.0 catch-up contribution regulations become effective January 1, 2026. While many sponsors have spent 2025 preparing, the upcoming deadline warrants a final, focused review to ensure all processes are fully aligned.
REGISTER HERE
Webinar Details
Topic: Secure 2.0 Catch-Up Requirements
Title: Catch the Catch-Up Regulations Before They Catch You Off Guard
Date: Wednesday, December 17, 2025
Time: 1:00pm ET
The session will cover:

Regulatory changes effective 1/1/2026
Roth treatment for catch-up contributions where applicable
Implications for payroll coordination and plan administration
Final readiness recommendations to confirm full compliance

We encourage you to attend to validate your approach and avoid any year-end surprises!
REGISTER HERE

LTPT Eligibility Under SECURE Act Updates: Requirements, Timelines, and Next Steps
2026-01-26 13:00 - 14:00 | Virutal
Summit Group Retirement Planners, Inc. has invited Maria T. Hurd, CPA, RPA to present LTPT Eligibility Under SECURE Act Updates: Requirements, Timelines, and Next Steps.
REGISTER HERE
Webinar Details
Topic: LTPT Eligibility Under SECURE Act
Title: LTPT Eligibility Under SECURE Act Updates: Requirements, Timelines, and Next Steps
Date: Monday, January 26, 2026
Time: 1:00pm ET
The session will cover:

The definition of which employees qualify under the LTPT definition
Walk through the dates and counting periods you need to understand
Practical actions to update payroll coordination, enrollment steps, and investment committee processes

We encourage you to attend to get ready for LTPT with practical tips you can feel good about sharing with your team.
REGISTER HERE

University of Delaware: SIMPLE TRUSTS A High-Level Overview
2026-02-12 | University of Delaware – Purnell Hall, 118 Purnell Hall, Newark, DE, United States
Michael D. Kelly, CPA is presenting SIMPLE TRUSTS: A High-Level Overview at the University of Delaware.
Want to learn more about a career at BLS? Visit our College Students webpage.
To learn more about University of Delaware Lerner School of Business, visit their website.

Barbri: Preparing Forms 5500, 5500-SF, and 5500-EZ: Annual Return/Report of Employee Benefit Plan
2026-04-23 13:00 - 15:00 | Virtual
Lily DeLaura is presenting Barbri’s Webinar – Preparing Forms 5500, 5500-SF, and 5500-EZ: Annual Return/Report of Employee Benefit Plan.
Topic: This course will explain what plans are required to file Forms 5500, 5500-SF, and 5500-EZ, how to prepare these required information returns and related schedules, and the most recent changes to these forms.
Date: April 23, 2026 @ 1:00-2:50pm EDT
Forms 5500, 5500-SF, and 5500-EZ satisfy the annual reporting requirements of the IRS, DOL, and PBGC. This series of forms provides these federal agencies with information about an employer’s benefit plans. Form 5500 generally must be filed by large employer plans (those that cover 100 participants or more at the beginning of the year). Form 5500-SF may generally be filed by small employer plans (those that cover less than 100 participants at the beginning of the plan year. Form 5500-EZ is generally filed for one-participant plans, which means the plan covers the owner (and spouse), one or more partners in a partnership, and does not provide benefits for anyone except an owner, spouse, or one or more partners.
Accurate reporting on these forms is important because the IRS and DOL monitor the forms and certain details may trigger an IRS audit or DOL investigation. Completing these forms completely and accurately and filing these forms timely is extremely important. The SECURE Act increased the penalty for late filing a Form 5500.
• The IRS penalty for late filing of a 5500-series return has increased 10-fold to $250 per day, up to a maximum of $150,000.
• The DOL penalty for late filing can run up to $2,739 per day, with no maximum.
Tax advisers working with employers maintaining employer benefit plans must understand the due dates, filing requirements, and how to complete these returns properly.

For more information, visit Barbri‘s Website.

Knowledge is Power: Plan to Prevent the Most Common Audit Findings
2026-05-19 13:00 - 14:00 | Virutal
Summit Group Retirement Planners, Inc. has invited Maria T. Hurd, CPA, RPA to present Knowledge is Power: Plan to Prevent the Most Common Audit Findings
Webinar Details
Title: Knowledge is Power: Plan to Prevent the Most Common Audit Findings
Date: May 19, 2026
LEARN MORE HERE

AICPA Engage 2026 Conference: Estate Planning for the 99%
2026-06-10 13:00 - 14:30 | ARIA Resort & Casino
Karly Laughlin, CPA, AEP will be co-presenting with Jordon Rosen at the AICPA & CIMA ENGAGE26 Conference!
AICPA & CIMA Engage 2026: Estate Planning for the 99%

June 10, 2026

10:05 AM — 11:20 AM PDT
1:05 PM — 2:20 PM EDT

This session will cover the importance for those with estates under $15 million to have an estate plan. It will also cover key post-mortem tax elections available to small estate owners, including the portability election, along with pertinent federal and state elections and planning when preparing the decedent’s final income tax return and the first return for the estate or trust. Finally, this session will cover the options when the decedent was a partner or shareholder of an S corporation at the time of death.
Learning Objectives:

Identify why an estate plan is important, including for estates under $15 million.
Analyze post-mortem elections, including the mechanics of the portability election available for smaller estates.
Analyze the various federal and state elections and planning opportunities when preparing the decedent’s final income tax return and the first tax return for the estate or trust.
Compare the options and elections to be considered when a decedent was a partner or shareholder in an S corporation.

ASPPA Webcast: Form 5500 Preparation
2026-06-22 14:00 - 15:00 | Virtual
Maria T. Hurd, CPA, RPA will be presenting an ASPPA Webcast: Form 5500 Preparation
June 22, 2026
2:00 PM – 2:50 PM EST
Maria T. Hurd provides an overview of 2026 Form 5500 updates, common filing mistakes, and best practices for accurately preparing defined contribution plan filings and avoiding compliance issues.

Beyond the Basics: 2026 Form 5500 Insights
2026-07-28 13:00 - 14:00 | Virutal
Summit Group Retirement Planners, Inc. has invited Maria T. Hurd, CPA, RPA to present Beyond the Basics: 2026 Form 5500 Insights
Date: Tuesday, July 28, 2026
Time: 1:00pm ET
Topic: Beyond the Basics: 2026 Form 5500 Insights
LEARN MORE HERE
