401(k) Annual Audits: How to Avoid Costly Errors & Stay in Compliance - 8/12 CPE Webinar

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Please join us for this feature-filled, 60-minute webinar where you will
discover everything you need to know about 401(k) audits and ensuring proper
plan compliance:

• 401(k) Annual Audits: How to Avoid Costly Errors & Stay in Compliance
• Tuesday, August 12th, 2014 - 1:00-2:00 p.m. ET

http://www.pbconference.com/3YF/0/?C=978&P=1070804&T=1&S=226&D=1

Conference Agenda:

Annual Audits: What to Expect & Tools to Help your Company Prepare

• Document gathering & organization techniques for 401(k) plans
• Internal controls & financial reporting regulations: What you need
• First time audit requirements: Ways to stay in compliance

Operational Compliance: Common Trouble Areas & How to Avoid Them

• Small vs. large plans: How to determine where your company falls
• Ineligible classes of employees & regulation rules to follow
• Timely allocation of plan contributions & how to fix late ones

What Documents you Need: Organizational Tools to Get Started Today

• Creating a 401(k) committee: What team members to recruit
• Fiduciary chapters and meetings: How to ensure ongoing compliance
• Best practices to prevent costly errors and serious mistakes

Live Q & A Session - Have all your 401(k) and audit questions answered!

Expert Speaker:

Ryan Koch is a CPA and has been practicing public accounting since 2001,
primarily serving employee benefit plans and venture funds. He specializes in
all aspects of employee benefit plan audits, including 401(k) plans, pension
plans, health and welfare plans, and SEC Form 11-k filing requirements.

• Ryan has presented at regional and national conferences as an employee
  benefit plan audit authority advising plan sponsors, plan advisors, and other
  CPAs on topics such as audit compliance, fiduciary responsibility, and overall
  best practices.

• Ryan is a member of the American Institute of Certified Public Accountants
  and the California Society of Certified Public Accountants. He has a BA in
  business economics, with an emphasis in Accounting.

We are 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 addressed to the National Registry of CPE Sponsors,
150 Fourth Avenue North, Suite 700 Nashville, TN, 37219-2417. Web site:
nasba.org.

CPE Credit Measurement: One CPE Credit


*401(k)Annual Audits: How to Avoid Costly Errors & Stay in Compliance
*Live, 60-Minute Webinar
*Tuesday, August 12th, 2014 from 1:00-2:00 p.m. ET

Register now for this exciting event by clicking the following link or
calling 1-800-964-6033:
http://www.pbconference.com/3YF/0/?C=978&P=1070804&T=1&S=226&D=1

We hope you'll join us.

Sincerely,

Progressive Business Conferences
384 Technology Drive
Malvern, PA 19355


P.S. If not satisfied, a full refund will be given from now until
7 days after the event.

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