Executive Roundtable Group on Employee Benefit Plans – Zoom Webinar

Join PKF O’Connor Davies’ Employee Benefit Services Practice, Sentinel Group and Ruskin Moscou Faltischek P.C. on Wednesday, November 15, 2023 for a virtual Executive Roundtable Group on Employee Benefit Plans.

Agenda

Introductory Welcome
Alan Pfeffer, Senior Vice President – Sentinel Group

Employment Law Update
Kimberly Malerba, Partner – Ruskin Moscou Faltischek P.C.

Unlocking Value: Assessing Your Retirement Plan Record Keeper and Investment Advisor. We will be reviewing findings from Fidelity’s 14th Annual Plan Sponsor Attitudes Survey which contains a tremendous amount of useful information
Alan Pfeffer, QPA, AIF®, SVP – Sentinel Group

ERISA Retirement Plan Compliance
We will cover expanded opportunities and additional time to allow for plans to self-correct, audit requirements for IRS Form 5500 have changed, additional categories of plan expenses on IRS Form 5500 and additional IRS compliance questions on IRS Form 5500.
Lou LiBrandi, EA, CEBS, ChFC, TGPC, Principal – PKF O’Connor Davies

Closing Comments and Q&A
Alan Pfeffer, Senior Vice President – Sentinel Group