Registraton: 11:15 a.m
Lunch will be served at 11:30 a.m.
Program Time: 12:00 p.m - 2:00 p.m.
ABC of Western Pennsylvania would like to welcome you back for our first CE session of 2019, and to meet the new ABC of WPA Board Members!
Sponsored by Buck Global, LLC, please join Speakers Cynthia Hall, Matthew Davis and Kelly Lazzara, for an in-depth discussion concerning Form 5500 and find out what's happening in the retirement industry.
Form 5500 Updates
A summary of the changes to the 2018 Form 5500 and the increased penalties for failing to timely file. Highlights will include a discussion on agency relief for victims of recent disasters, increased DOL audit activity, and an update regarding the changes to ERISA auditing standards.
An Update on What's Happening in Retirement
A recap of recent defined benefit and defined contribution retirement plan developments. Highlights include a discussion on the class action lawsuits involving actuarial equivalence, DOL guidance on auto-portability, new rules for hardship distributions, legislative proposals and recent pension de-risking trends.
- Cynthia Hall, QKA, QPFC, Senior Consultant, Buck Global LLC National Knowledge Resource Center
- Matthew Davis, ASA, EA, CERA, MAAA, Director and Consulting Actuary, Buck Global LLC Pittsburgh Wealth Practice
- Kelly Lazzara, JD, Director and Compliance Consultant, Buck Global LLC National Knowledge Resource Center
Program Contact: Cynthia.Hall@buck.com
ASPPA / NAPA / NTSA Members: $15
Buck Conference Center
11 Stanwix St, 1st Fl
Parking is available in the building.
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