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When

Thursday April 25, 2013 from 10:00 AM to 12:00 PM EDT
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Agenda
9:30-10am: Registration/Networking
10am-12pm: Presentation
12pm-1pm: Complimentary Luncheon


Where

Corning Country Club 
2501 Country Club Drive
Corning, NY 14830
 
 
Driving Directions 

 

Presented By

Jennifer Martlew

Jennifer Martlew, CPA, CFE
Insero & Company CPAs, P.C.

 

Jennifer Roberts, CPA

 

Jennifer Roberts, CPA
Insero & Company CPAs, P.C. 

 

Sean Patton
Westminster Consulting, LLC
 

Employee Benefits:
What a Plan Fiduciary Needs to Know 

Stack of Books

The new Plan Sponsor Fee Disclosure Rule 408(b)(2) is upon us again for 2012 retirement plan audits.

Join us for a complimentary luncheon and seminar on strategies for fulfilling your fiduciary obligations from both the accounting and consulting perspectives and find out what your risks are for non-compliance. Ask yourself:

  • Do I understand my responsibilities as a 401(k) Plan Sponsor?
  • Are my plan’s fees reasonable?
  • How does my plan compare to others?
  • What is a covered service provider?
  • What are indirect payments?
  • How can I mitigate my fiduciary liabilities?
  • Have I chosen the best service providers?

Click below to register today or join our mailing list for future events.

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Questions? Contact

Kimberly Sullivan
607-973-2075
kimberly.sullivan@inserocpa.com 

CPE Credit is available upon request.

Insero & Company CPAs, P.C.
Certified Public Accountants
Business & Financial Advisors

Rochester >> 585.454.6996
Corning >> 607.973.2075