Preparing Employee Benefit Plans for 2020

Presented on:
November 13, 2019 9:00 AM PT
1 hour

With ongoing changes to standards and challenges impacting plans on a global scale and trends driving change to plan governance and administration, it’s critical for employers to stay informed in order to effectively manage plans going forward.

Join us for an in-depth review of what our benefit plan professionals saw in their 2019 audits. Our on-demand webcast will help you be more effective in your role as plan fiduciary, sponsor, auditor, or administrator.

Topics covered will include the following:

  • The results—some expected and some surprising—from 2018 plan audits
  • The impacts of trends, changes, and challenges that occurred in benefit plans in 2019
  • What’s on the horizon for benefit plans in 2020
  • Methods for improving plan administration and operations


Cathy Pe Bonito, Senior Manager, Employee Benefit Plan Services, Moss Adams

Cathy has practiced public accounting since 2005. Her focus is employee benefit plans for large and multinational companies, and she is responsible for a number of large and complex employee benefit plan audits. Cathy has experience with a wide variety of employee benefit plans including 401(k) plans, 403(b) plans, profit sharing plans, defined benefit plans, and health and welfare plans. She also has experience with plans requiring 11-k filings with the SEC and has worked on emerging business start-up companies.

Theresa Coluccio, Senior Manager, Employee Benefit Plan Services, Moss Adams

Theresa has been practicing public accounting including recurring audit and SOC 1 review engagements for over nine years. She has extensive experience working on a variety of benefit plans including defined contribution (401(k) & 403(b)), defined benefit, ESOP and health and welfare type plans. Theresa audits over 30 employee benefit plans annually, including a number of 11-K issuers. Theresa is a board member of the Seattle chapter of Western Pension & Benefits Council.

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