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Quarterly Nonprofit Roundtable

February 24, 2015
BDO Atlanta
1100 Peachtree Street
Ste. 700
Atlanta, GA  30309
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Sandra Feinsmith
(404) 979-7105
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  • Summary
  • Agenda
  • CPE Information
  • Speakers
BDO USA, LLP invites you to a complimentary CPE program as part of our quarterly Nonprofit Roundtable series.
 
Topics to be discussed include:
  • Comparing the requirements for audits of 403(b) plans vs. DOL regulatory requirements for ERISA based plans
  • Common compliance challenges for 403(b) plan sponsors
  • Trends and emerging issues among 403(b) plan recordkeepers
Upon completion of this course participants will be able to:
  • Compare and differentiate the requirements for audits of 403(b) plans vs. DOL regulatory requirements for ERISA based plans
  • Discuss common compliance challenges for 403(b) plan sponsors
  • Evaluate trends and emerging issues among 403(b) plan recordkeepers
Delivery: Group Live
Prerequisites: None
Advanced Prep: None
Credits: 2 CPE credits in the field of Specialized Knowledge
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.learningmarket.org
8:00 AM to 8:15 AM - Welcome and Breakfast
8:15 AM to 10:00 AM - Program

Complimentary breakfast will be provided.
Geoffrey M. Rhines, Retirement Plan Consultant, SageView Advisory Group
Beth Garner, Audit Director, BDO USA, LLP