• Events

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    to connect with each other and share insights into the topics and trends.

Current Trends: Navigating Your Responsibility as a Retirement Plan Sponsor

November 06, 2019
8:00 AM to 9:30 AM EST

The Inn at Fox Hollow
7755 Jericho Turnpike
Woodbury, NY 11797
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Sofia Blair
  • Summary
  • Agenda
  • CPE Information
  • Presenters
We invite you and your colleagues to a complimentary breakfast program. This event highlights current trends affecting retirement plans and how to navigate through these changes as a Plan Sponsor. Take advantage of this unique opportunity to ask meaningful questions of our subject matter leaders and join in discussions specific to your business and operational challenges.

8:00 AM to 9:30 AM - Program


Bob Hamilton, BDO Director, Employee Benefit Plan Audit Practice
Nichelle Langone, Supervisory Investigator, US Department of Labor, Employee Benefits Security Administration
Charlie Massimo, CJM Wealth Management, Chief Executive Officer
Learning Objectives:
  • Identify common plan operational issues found during audits
  • Recognize the importance of guidance and the overall average return for 401K participants versus the market return
  • Know what to expect from an Employee Benefits Security Administration Investigation
Delivery: Group Live
Prerequisites: None
Advanced Prep: None
Credits: 1.0 credit in Accounting
Program Level: Basic
BDO USA, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org