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Spring Training – Revisit, Review and Renew Your Benefit Plans

March 7, 2014


Join BDO, The Centurion Group and Montgomery McCracken for Employee Benefit Plan spring training. We’ll explore new ideas and trends, including reporting responsibilities, compliance and IRS controls, as well as highlight revenue sharing, expense ratios and fee equalization as they pertain to employer sponsored retirement plans.

Event Learning Objectives:

  • Identify the reporting deadlines associated with a benefit plan from inception to termination.
  • Evaluate audit issues and operational defects commonly associated with benefit plans.
  • Discuss where the IRS is finding significant compliance problems.
  • Provide plan sponsors with the ability to identify fees within the retirement plan and understand the “revenue sharing” model.
  • Enable plan sponsors to differentiate between share classes of the same investment and understand why these multiple share classes exist.
  • Educate plan sponsors on the fee equalization approach in order for them to determine if this approach is beneficial to their plan and participants.

Presenters:

Timothy Kennedy, Partner, Montgomery McCracken

Robert Lavenberg, Executive and HR Services Partner, BDO USA, LLP

Roland O’Brien, Executive and HR Services Director, BDO USA, LLP

Joanne Szupka, Executive and HR Services Senior Manager, BDO USA, LLP

Kevin Broderick, Managing Partner, The Centurion Group

Click here for more information.

March 7, 2014 at 11:00 AM – 2:30 PM

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