Retirement Plan New Year's Resolution: Is Your Plan Ready for 2016?
Date and time
Location
Capital Grille
6065 Poplar Avenue Memphis, TN 38119Description
This seminar will be full of practical information that you need to be aware of as it relates to the health and integrity of your retirement plan. Our presenters will discuss a checklist for plan administrators and plan management to consider in making sure their plan is ready for 2016 as well as ensuring the sponsor’s compliance with fiduciary responsibilities.
Our experts will provide a summary of deficiencies noted in plans in prior years and how plan sponsors can avoid these problems in their plans this year. We will also look at how the DOL’s inspection of audit firms has impacted plan sponsors.
Learning Objectives
Following this course, participants will be able to:
- Employ techniques for a smoother audit process
- Integrate best practices to avoid problems in their plans
- Define how audit practices will change as a result of DOL enforcement
- Understand fiduciary responsibilities
Presenters
Linda Lauer - Lead Managing Director, CBIZ MHM, LLC
Jennifer Kiesewetter - ERISA, ACA, & Executive Compensation Attorney, Kiesewetter Law Firm, PLLC
Jeff Barnes, CFP, AIFA, CEBS - Senior Consultant, Gavion, LLC
February 3, 2016 (8:00 am - 10:30 am), Capital Grille
- Cost: No Fee
- CPE: Eligible for 2 CPE Credits in Specialized Knowledge
- Prerequisites: None
- Who Should Attend? CFOs, CEOs, Plan Administrators, and Business Owners
- Advanced Preparation: None
- Program Level: Overview
- Delivery Method: Group Live
For more information regarding complaint, refund, and program cancellation policies, contact Megan at 901.842.2776 or mmurdock@cbiz.com. CBIZ, Inc. is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.learningmarket.org.