CBIZ MHM Tampa Bay partnered with Seabridge Wealth Management for an Employee Benefit Plan Roundtable last week at the Centre Club. This seminar provided practical information to be aware of as it relates to the health and integrity of employee benefit plans.
The panel of speakers included the following:
The presenters discussed a checklist for plan administrators and plan management to consider in making sure plans are ready for year-end compliance testing as well as ensuring the sponsor’s compliance with fiduciary responsibilities. A summary of deficiencies noted in plans in prior years and how plan sponsors can avoid these problems in plans this year was also discussed.
For more information regarding best practices for 401(k) and 403(b) plan compliance, contact Jenny Matasic at 727.572.1400 or firstname.lastname@example.org.