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Retirement Plan Webinar

401(k)/403(b) Bootcamp

Date & Time

Tuesday, Feb 08, 2022 at 9:00 AM
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Events

Retirement Plan Webinar

401(k)/403(b) Bootcamp

Date & Time

Tuesday, Feb 08, 2022 at 9:00 AM
Contact Us

Description

Our Bootcamp series returns virtually join us for the next installment we discuss:

  • Retirement / Legal – What’s coming what should you be doing
  • 2022 New Audit Regulations
  • Financial Wellness – Your employees are asking, how are you delivering

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Kelsey Mayo, Partner, Poyner Spruill
Kelsey’s practice is focused in the areas of Employee Benefits and Executive Compensation. She works with business owners and HR executives to understand and manage employee benefits and executive compensation arrangements. She routinely represents clients before the Internal Revenue Service, Department of Labor, and Pension Benefit Guarantee Corporation and has extensive experience in virtually all aspects of employee benefit plans and executive compensation arrangements.

Eric Ritz, CPA, Senior Manager, GreerWalker
He has more than 15 years of professional assurance experience providing audit and assurance services to a variety of closely held businesses. Eric specializes in serving clients in a variety of industries including manufacturing, distribution, and healthcare, including several clients with international affiliates. He also specializes in providing audit services for employee benefits plans, including both defined benefit and defined contribution plans

Peter Marriott, Assistant Vice President, NFP
Retirement Plan Advisor helping employers become better stewards of their retirement programs. Helping employees better manage their finances and create a better retirement. He has more than 20 years of experience partnering with employers on proper plan design, fiduciary rules and regulations, Investment Management and Retirement plan compliance.

Register in advance for this webinar:
Register Now

Event Location

Virtual - Zoom

Event Location

Virtual - Zoom

How Can I Contact The Organizer With Any Question?

Please visit www.greerwalker.com and refer to the FAQ section for all questions and contact information.

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