VonLehman is now part of Dean Dorton. Click here to learn more about the merger.

Avoid Common Pitfalls of Retirement Plan Compliance

05/18/2017 Beth Vice

Download the Presentation Here!

When was the last time you reviewed your employee benefit plan? If you can’t remember, then it has been too long. Not reviewing your plan is something that could cost your organization thousands of dollars.

Join us on Thursday, May 18th from 7:30 am-9:00 am at VonLehman’s Fort Wright Headquarters to hear from experienced professionals. Eric Magyar from Janus Capital will review “Fiduciary Failures” and representatives VonLehman, Merrill Lynch, and Graydon will conduct a panel discussion on how to resolve noncompliance identified in your retirement plan.

Course eligible for one hour CPE.


7:30-7:50 Breakfast/Networking

7:50-8:00 Welcome and Introduction of Speakers

8:00-8:30 “Fiduciary Failures”, Eric Magyar, Janus Capital

8:30-9:00 Panel Discussion/ Q&A

  • Beth Vice, Shareholder, CPA, VonLehman
  • Tony Robke, Vice President and Retirement Benefits Consultant, Merrill Lynch
  • Lyndsey Barnett, Partner and Chair of Benefits and Compensation Group, Graydon

Event Details

Date & Time

05/18/2017, 7:30 am - 9:00 am


VonLehman Headquarters
810 Wright's Summit Parkway
Suite 300
Fort Wright, KY 41011

Parking is available around the building

Parking is available around the building

Have a Question? Contact Us

Contact Us