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