Log in

Welcome to The WP&BC Orange County Chapter

Log in

Plan Audit Quality - Top DOL Initiative!!

  • Thursday, January 14, 2016
  • 7:30 AM - 9:30 AM
  • Andrei’s Restaurant, 2607 Main St, Irvine, CA 92614
  • 3


  • Early Bird pricing
  • Early Bird pricing

Registration is closed

Plan Audit Quality -

Top DOL Initiative!


The Presentation

· Impact of the new DOL Audit Quality Study on plan audits

· Most common EBP audit deficiencies

· Effect on 2015 audits from new regulatory initiatives and accounting standards


 About our Speaker:

Anita F Baker, CPA, CEBS 

Anita Baker is the Managing Principal of Employee Benefit Plans at CliftonLarsonAllen(CLA) where she specializes in providing assurance, tax and consulting services to plan sponsors and third party administrators.  In her position she is responsible for the CLA national employee benefit plan practice and a leading consultant on the impact of healthcare reform on group health plans and employers. 

 Anita is currently Chair of the AICPA (Arizona Society of Certified Public Accountants) Technical Standards DOL Subcommittee and is a board member and Chair of ASCPA. Anita graduated with a BS degree from the University of Minnesota in 1985.  

Who should attend this program?

Financial Advisors who want to understand what their clients face from plan audits 

Plan Fiduciaries who want to make their plan audits as efficient and painless as possible

Plan Auditors who want to know the latest audit issues and solutions

Service Providers, including consultants, ERISA attorneys and third party administrators who want to be up to date on plan audit issues

All Benefits Professionals who are interested in participating in a high-quality educational forum and want to benefit from the knowledge and experience of other benefits professionals in the Orange County benefits community.


Continuing Education:

ASPPA—1 CE Credit                                                     CEBS—1 CPE Credit                                                         CFP —1.5 Hours                                                         CPA (California) — 1.5 Hours                                         ERPA —1 Hour                                                          MCLE (California) —1.5 Hours                                  NIPA - 1 Hour


 Doors open at 7:30 a.m. for check-in, breakfast and networking.  Our program will begin at 8:00 a.m. and this program will end at approximately 9:30 a.m.  The registration fee includes a full breakfast buffet and hosted valet parking.

The reservation deadline for this event is Thursday, January 7, 2016

WP&BC Members can bring a guest for free!  This is a wonderful opportunity to introduce your peers and colleagues to our Chapter.  Remember, your guest should be a first-time visitor and potential member.   Look for the free guest offer when you register online

The statements and materials presented at WP&BC Orange County Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Orange County Chapter. In addition, WP&BC Orange County Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Orange County Chapter events.

Please feel free to reach out to WP&BC with any questions.

Direct Questions To:

Christine Stewart,
Chapter Administrator


(949) 407-9128


Orange County Chapter
PO Box 6111
Garden Grove, CA 92846

Powered by Wild Apricot Membership Software