Employee benefit plans: A year in review and looking ahead to next year

Event Info

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Join us for our webinar!

This webinar will provide an overview of employee benefit plan regulations in 2016 and what is to come in 2017. Employee benefit plan specialists will discuss:

  • Impact of new accounting standards on employee benefit plans
  • Discussion of common compliance issues noted during plan audits
  • Regulatory and accounting updates that impact your plans
  • Interpretation of new DOL guidance and projections for what’s ahead
  • Impact of excessive fee lawsuits and best practices for plan fiduciaries
  • Trends with respect to plan expenses and fees
  • NEW pension plan de-risking strategies

This presentation is geared toward plan administrators, HR directors, and those charged with governance of plans.


Rose Ann Abraham, CPA,
Partner – Baker Tilly

Rose Ann Abraham, a partner with Baker Tilly Virchow Krause, LLP, joined the firm in 2006. She has worked in public accounting since 2001. She specializes in employee benefit plan audits and manages the Chicago region’s employee benefit plan audit practice. She is also an active member of the Illinois CPA society’s Employee Benefit Plan Committee and Conference task force, and frequently speaks at industry conferences.

Charles Williams, CFP, CRPC, C(k)P, AIF, AAMS, CRPS,
Managing Director – Sheridan Road Financial                        

Charles Williams is a Managing Director with Sheridan Road and focuses on Sheridan Road’s retirement plan consulting business. Prior to joining Sheridan Road, Chuck worked for Leumi Investment Services as a Senior Investment Advisor and as a Retirement Plans Coordinator where his focus was on financial planning, asset management and corporate plan services for high net worth business owners. Chuck was also involved with corporate retirement plan design, sales and implementation for domestic clients.

Todd A. Solomon, JD                                                                            
Partner - McDermott Will & Emery LLP 

Todd A. Solomon focuses his practice on designing, amending and administrating pension, profit sharing, 401(k), employee stock ownership and 403(b) plans, as well as nonqualified deferred compensation arrangements. He also counsels privately and publicly held corporations and tax-exempt entities regarding fiduciary issues under the Employee Retirement Income Security Act (ERISA), employee benefits issues involved in corporate transactions, executive compensation matters and the implementation of benefit programs for domestic partners of employees.

Information about CPE and CLE eligibility

CPE credit: one (1) hour total credit
Field of study: Employee benefit plans

CLE credit for the live presentation of this program is pending in the following states: California, Illinois, and New York. A Uniform Certificate of Attendance will be made available to participants requesting CLE credit in all other states. Credit shall be awarded only for attendance of the entire webcast; no partial credit shall be awarded for attending a portion of the webcast. Please note that in accordance with applicable state MCLE rules regarding attendance validation, each attendee seeking credit must log in to the webcast individually. Credit will not be granted for multiple attendees using one log in. Please be advised that CLE credit will not be approved for on demand/recorded viewings of this program in the states listed above. Attendees seeking credit in other states should consult their state CLE accrediting agency to determine whether self-study credit can be earned for on demand/recorded viewing of this program.

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