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June 15, 2016

CBIZ MHM Tampa Bay partnered with Merrill Lynch to host a Roundtable last week focusing on how to keep your benefit plan in compliance with the DOL and IRS regulations.  This seminar provided practical information about fiduciary liability, how to recognize who is a fiduciary, and how to recognize and address common compliance issues.

The panel of speakers included the following:

Jenny Matasic
Jenny is a Senior Manager in our Tampa Bay office where she leads the employee benefit plan (EBP) audit practice. Jenny has over ten years of experience auditing employee benefit plans including defined contribution, defined benefit, health and welfare plans and ESOPs. She is familiar with the auditing requirements for both single and multiple employer plans.

Michael Rybka
Michael is a Vice President and Senior Financial Advisor at Merrill Lynch. He is among a select group of Merrill Lynch Financial Advisors with the qualifications, experience and certifications to earn the designation of Retirement Benefit Consultant. He joined the firm in 1993 and manages all qualified and non-qualified retirement plans for the Kulhavi Wealth Management team, a Barron’s Top Advisor honoree since 2004.

Christopher Barrett
Chris is a Senior Financial Advisor who holds the Chartered Retirement Planning Counselor® and Certified 401(k) Professional® designations. He joined Merrill Lynch in 2008 after spending 11 years in commercial banking where he worked with middle market business owners. He manages M&A activities, retirement plan business and commercial banking relationships for the team. He also serves on the Board of Directors for the Association for Corporate Growth, Detroit chapter.

Participants walked away with a greater understanding of IRS and DOL audit hot-button issues, fiduciary responsibilities, and fee disclosure considerations. Examples of the most common failures in a 401(k) or 403(b) plan were covered along with how to correct them.

For more information regarding how to keep your plan in compliance, contact Jenny Matasic at 727.572.1400 or jmatasic@cbiz.com.



April 27, 2016

Dave Enick, Managing Director with CBIZ & MHM Tampa Bay, will speak at the 2016 USF Accounting Circle Conference held on May 26-27th at the USF Marshall Student Center.  The 2-day conference includes presentations on a variety of accounting topics, including best practices for retirement plans, the impact of big data on the accounting profession, revenue recognition update and implementation challenges, SEC update, GAAP update, and cybersecurity.  

Dave will be presenting on the middle market M&A.  The presentation will focus on current trends from a pre-transaction, transaction, and post-transaction basis.

To register for this conference, visit the USF registration website here.  For more coverage of the event, search #ficpaUSFAC on Twitter.

Jenny Matasic, Senior Manager with CBIZ & MHM Tampa Bay, is presenting at the 2016 Not-for-Profit Organizations Accounting Conference held on May 26-27th at the Holiday Inn Westshore in Tampa.  The 2-day conference will cover board governance, single audit, grants, peer review, affordable care act, data security, fraud, new market tax credits, and 403 (b) issues.

Jenny will be presenting on Best Practices in Operating Your 403(b) Plan. This presentation will look at key requirements of operating a 403(b) plan and discuss struggles plan administrators often experience in both large and small 403(b) plans.  It will also cover trends in 403(b) plans.

To register for this conference, visit the FICPA registration website here.  Follow the FICPA on twitter @ficpa and use #ficpaNPC to tweet about this conference.



January 26, 2016

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 jmatasic@cbiz.com




September 1, 2015

CBIZ MHM Tampa Bay partnered with Hill Ward Henderson and Merrill Lynch for a DOL Roundtable earlier this month at Capital Grille. This seminar provided practical information to be aware of as it relates to the integrity of employee benefit plans.

The panel of speakers included the following:

The main takeaways from the roundtable were how the DOL is taking action against plan sponsors, highlights of recent litigation involving benefit plans, and best practices to ensure plans are in compliance. Additionally, Jenny reviewed the recent EBP Audit Quality Study published by the DOL which revealed that nearly 4 in 10 EBP audits in the 2011 plan filing year contained major deficiencies and failed to meet regulatory standards.  This study’s findings make it even more important for companies to conduct thorough due diligence when selecting an auditor for their plan.

For more information regarding how DOL enforcement is impacting your employee benefit plan, contact Jenny Matasic at 727.572.1400 or jmatasic@cbiz.com.





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