Upcoming Speaking Engagement
Wednesday, May 25, 2016
On Wednesday, May 25, I will present at the Colorado Society of CPAs’ annual full-day employee benefits conference. I will provide a legal update covering such topics as permissible mid-year amendments to safe harbor 401(k) plans, recent changes to the IRS’s correction programs for retirement plans, and changes to the IRS’s determination letter program. I will also sit on a panel with an experienced CPA and an experienced TPA, during which we will discuss common errors in 401(k) plans and how to correct them.
Other sessions include:
- DOL Audit Quality Study and On-Going Review, AICPA Initiatives, and Peer Review Changes
- Accounting and Auditing Update
- Cyber Security
- DOL’s New Fiduciary Rules
Please contact me
if you would like to attend this conference.