Filed under: Upcoming Events
Join us for a Retirement Roundtable discussion
February 25, 2010 – 11:30am
Maggiano’s Little Italy
2001 International Drive
McLean, VA 22102
Located in the Tyson’s Galleria
Lunch will be provided
Time: December 1st, 2 P.M. ET
Sign up for the webinar: http://www.shrm.org/multimedia/webcasts/Pages/default.aspx
Employee plans with 100 or more participants are under increasing scrutiny by the U.S. Department of Labor and the Internal Revenue Service. Employers who have not recently conducted a self- audit of their plans are leaving themselves open to costly penalties and forced remedies. In this webcast, Jewell Lim Esposito of the law firm Chamberlain Hrdlicka will go over the Labor Department’s audit list for 2010 and describe how you, as a plan fiduciary, can avoid painful and costly plan mistakes. In addition, she’ll outline free or low-cost strategies for analyzing your retirement plan costs and the investment options your plan offesr. The program will also look at fidelity insurance coverage and how you can determine whether your company’s coverage to protect you as a fiduciary and your plan participants is adequate.
This presentation is for Human Resources and Finance Department Professionals. If you have anything whatsoever to do with your company’s retirement plan or employee benefits, join us for a complimentary breakfast briefing to hear about 2010 changes that affect you and practical steps to save you money, expenses and exposure.
Dates & Locations:
Advanced Benefits Advisors, Inc.
Tuesday, December 8, 2009
1800 Chapel Avenue West, Ste. 160
Cherry Hill, NJ 08002
Chamberlain Hrdlicka
Wednesday, December 9, 2009
300 Conshohocken State Rd., Ste. 570
West Conshohocken, PA 19428
Time: 7:30 a.m. – 9:00 a.m. ~~ Limited Seating
RSVP: Please call Rose Gallen or Stacy Tucker at 610-772-2300 or email to PREPAREfor2010@chamberlainlaw.com by close of business on December 4, 2009.
Questions? Comments?
iPod: By attending and filling out a short survey, we will enter your name in a drawing for a chance to win an Apple iPod nano at your breakfast briefing.
Presenters:
Jewell Lim Esposito, Esquire
John Romaska, Benefits Consultant
William R. Zeuner, CFP®, Financial Advisor
WHAT YOU WILL LEARN:
How to quantify your 401(k) or 403(b) plan expenses, in full preparation for next year’s Form 5500
The number one priority and audit issue
How to prepare for the IRS’s 3-year focus on employment tax issues
If your company can continue to have the same types of investments in your retirement plan before, during and after this recession
Changes in fiduciary responsibilities
How to evaluate your current service providers
How to have the right benefits package in place to attract and retain key employees
Self-funded medical plans – how to prevent gaps in your stop loss contract
Dependent audits – what they entail; how they can save you money
Effective wellness programs – how to better use your claims data to implement a wellness program that makes sense for your employees?
ABOUT OUR SPEAKERS
Jewell Lim Esposito – Jewell has 16 years of practice in Employee Benefits and Tax law. She emphasizes work on Fiduciary Compliance, Tax Qualification of Retirement Plans, Executive Compensation, and Payroll Taxes. She represents public, tax-exempt and government contractor clients on employee benefit matters involving qualified retirement plans, executive compensation and payroll taxes. Her practice involves frequent interaction with the IRS, the DOL and the Treasury Department.
John Romaska – John is a licensed employee benefits broker/consultant who specializes in working with employers who have 100 to 5,000 employees. He focuses on providing both cost and service solutions for employers who offer medical, prescription, dental, life, short-term disability, long-term disability and other ancillary coverages. He has extensive experience with employers who have self-funded medical plans and has saved employers millions of dollars on their benefits program through discount analysis and negotiations. John and his firm provide a customized approach to the needs of their employer groups in order to meet their specific desires.
William R. Zeuner – William is a professional Financial Advisor and Certified Financial Planner™ Practitioner dedicated to helping his clients make well-educated, informed decisions with the goal of meeting their unique and personal financial aspirations. He focuses on comprehensive investment and retirement planning and believes a good investment program is diversified and disciplined, balanced risk, growth and income.
View the full invitation here.
