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Breakfast Forum:Department of Labor Update - Keeping Current

  • Thursday, January 17, 2019
  • 7:30 AM - 9:45 AM
  • Andrei's Restaurant, 2607 Main Street, Irvine
  • 1


Registration is closed

An Interactive Webcam Presentation*

* Due to the Government shutdown

Department of Labor Update 

Keeping Current

 The Presentation: 

What’s going on at the DOL that will impact the upcoming season’s benefit plan audits?  Marcus Aron from the DOL’s Office of Chief Accountant will share with you:

  • what’s going on at the DOL’s Office of the Chief Accountant;
  • the importance of knowing what you know and what you don’t;
  • which pitfalls most often plague benefit plan audits and result in rejection of Form 5500 filings; and
  • the Department’s latest reporting compliance initiatives.

Our Speaker:

  • Marcus J. Aron, CPA, CGMA, Acting Chief of the Division of Accounting Services, Office of the Chief Accountant Employee Benefits Security Administration U.S. Department of Labor Washington, D.C. Mr. Aron has nearly three decades of experience in working with audits of ERISA-covered plans. He is responsible for the day-to-day implementation of EBSA’s CPA Firm Inspection Program, providing technical assistance to plan filers and plan professionals, and providing ERISA-related accounting and auditing expertise within EBSA. Mr. Aron is a certified public accountant and holds a B.B.A. degree with a major in accounting from the College of William and Mary in Virginia.

Who Should Attend: 

  • Plan Fiduciaries and Plan Sponsors who want to know what issues the DOL is looking for and finding
  • Financial Advisors who want to know more about protecting their client plans from adverse DOL audits
  • Auditors who want to want to understand what issues the DOL is looking for in plan audits and what is finding
  • TPA Firms and Record Keepers who would like to know more about what issues DOL is currently finding in plans  
  • Consultants who would like to have the most current information on where DOL is focusing its attention
  • 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 experts


Continuing Education: 

2 CE for AIF Certification (pending)

2 CE for ASPPA certifications

2 CEC for NIPA certifications

2 CPE for CEBS

1.75 hours MCLE for California attorneys

2 hours for California CPAs

2 hours for Certified Financial Planners (pending)

2 hour for ERPA and Enrolled Agents 

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 9:45 a.m.  The registration fee includes a full breakfast buffet and hosted valet parking.

The reservation deadline for this event is Thursday, January 10.

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

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