Zoom Webinar – Executive Roundtable Group

Join John Shillingsford, Partner and Louis F. LiBrandi, Principal with PKF O’Connor Davies for an Executive Roundtable Group.

Click here for complete agenda.
Click here to register for Zoom Webinar.

Topics:

• Introductory Welcome – Alan Pfeffer, Sr. Vice President – Sentinel Benefits & Financial Group
• Employment Update – Kimberly Malerba, Partner – Ruskin Moscou Faltischek P.C.
• Findings on IRS Examinations of Retirement Plans – Lou LiBrandi, Principal – PKF O’Connor Davies
• ERISA Plan Governance – John Shillingsford, Partner – PKF O’Connor Davies
• Combining Health & Wealth to Better Your Workforce and Create Efficiencies – Alan Pfeffer, SVP and Gregory Puig, VP, Benefit Consulting Services – Sentinel Benefits & Financial Group
• Closing Comments and Q&A – Alan Pfeffer, Sr. Vice President – Sentinel Benefits & Financial Group