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Avoid Common Pitfalls of Retirement Plan Compliance


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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. 

Agenda:

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