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Anchor 3(16) Fiduciary Solutions
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Compass
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Retirement Plan Consultants
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Mergers & Acquisition Specialist Compass
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Strongpoint Partners
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ESOP Administration Consultant Blue Ridge Associates
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Regional Vice President, Sales MAP Retirement USA LLC
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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July Business Services
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Combo Retirement Plan Administrator Strongpoint Partners
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Retirement Plan Administration Consultant Blue Ridge Associates
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Managing Director - Operations, Benefits Daybright Financial
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| Webinars and Podcasts |
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Form 5500 Issues and ResolutionASPPA [American Society of Pension Professionals & Actuaries] |
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June 24, 2020 On-Demand Webinar |
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The webcast will provide a practical overview of the issues encountered in the preparation of Form 5500 and strategies for resolving them. We will cover common triggers that may generate attention from IRS and DOL and how to effectively support your clients in responding. Preview notable impacts of the new Employee Benefit Audit Standard (Statement on Auditing Standards (SAS) No. 136) on audits and form 5500 preparation. Learning Objectives:
Speaker: Kizzy Gaul, Manager of Regulatory Supervision, Prudential Retirement |