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February 25, 2016

CBIZ Memphis Presents: A Retirement Plan New Year’s Resolution

CBIZ MHM Memphis hosted an Employee Benefit Plan seminar last week called Retirement Plan New Year’s Resolution: Is Your Plan Ready for 2016?  This session covered understanding of fiduciary duties and responsibilities, financial planning for 2016, and the DOL’s audit quality study.

With a room full of plan sponsors and administrators eager to start their 2016 planning right, Jennifer Kiesewetter, ERISA, ACA, & Executive Compensation Attorney at Kiesewetter Law Firm, began discussing the various fiduciary duties and responsibilities that are overlooked or unknown.  Furthermore, Jenny educated attendees on consequences of breach of fiduciary duty as well as ways to limit fiduciary liability.

Jeff Barnes, Senior Consultant at Gavion, LLC, shared with the group how to determine goals and best practices for Plans in 2016.  He also covered various plan considerations and proposed many questions sponsors and administrators should be answering during their planning processes.

In closing, Linda Lauer, Lead Managing Director for the Memphis Office, reviewed key findings and conclusions that were found in the recent DOL Audit Quality Study.  The statistics in the study confirmed that the more plans audited by a firm, the less deficiencies performed.  Linda concluded the presentation with the DOL enforcement, regulatory, and outreach recommendations.

To attend one of our future seminars, join our mailing list by clicking here.  For questions regarding the study and/or the impact on your company’s benefit plans, please contact Linda Lauer at llauer@cbiz.com or 901-685-5575.



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