Upcoming Speaking Engagement – September 8

Thursday, September 8, 2016
8:30 am – 12:00 pm
University of Denver
2044 East Evans Avenue, Denver 80208

On Thursday, September 8, I will serve as one of the presenters at a seminar sponsored by Compass Benefit Partners, LLC. The seminar will run from 8:30 am – 12:00 pm, and it will be held at the University of Denver. Any employer that offers a retirement plan to its employees is welcome to attend. My presentation will cover topics such as:

  • Mid-year amendments to safe harbor 401(k) plans
  • Updates to the IRS’s Employee Plans Compliance Resolution System
  • Horror Stories (i.e. recent court cases affecting retirement plan fiduciaries)
  • Plan document restatements for the Pension Protection Act of 2006

My co-presenters will include a partner from a large local accounting firm, as well as a representative from the U.S. Department of Labor. Please REGISTER if you would like to attend this event.