Preparing for a successful 2019: Important updates for employee benefit plan administrators

Event Info

Register for This Event

Join Baker Tilly and CIBC for a discussion of the changes to the employee benefit plan landscape in 2018 and what is to come in 2019.

Baker Tilly’s employee benefit plan audit specialist, Rose Ann Abraham, will discuss audit and accounting standards, and the impact on employee benefit plans along with common compliance issues. CIBC’s private wealth management team, including Bradley Rist, Usman Khan and Rose Panico-Marino, will cover major updates from 2018 in regulations, plan design and investment, and will discuss the anticipated impact on employee benefit plans this year.

Objectives

Learn how new audit & accounting standards impact employee benefit plans
Identify common compliance issues noted during plan audits and how to mitigate risk of non-compliance
Review key market shifts from 2018, impact of tax law changes, and learn what is anticipated in the year to come
Discuss trends in 401(k) investment and plan design

Who should attend?

Plan administrators, HR directors, and those charged with governance of plans are encouraged to attend this webinar.

Presenters

Rose Ann Abraham, Partner, Baker Tilly
Bradley Rist, Managing Director, CIBC Private Wealth Management
Usman Khan, Associate Managing Director, CIBC Private Wealth Management
Rose Panico-Marino, Managing Director, Director of Corporate Retirement Plan Service, CIBC Private Wealth Management


Information about CPE eligibility

There are no prerequisites for this seminar, and advance preparation is not required. There is no cost to attend this seminar.

CPE credit: Two (2) hours total credit
Field of study: Management Advisory Services (MAS)
CPE host: Rachel Haas

A certificate of completion will be emailed to you four to six weeks after the event.

For more information regarding administrative policies such as complaint and refund, please contact our offices at 608 240 2522.

Baker Tilly Virchow Krause, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.