Close

Retirement Plan

401(k)/403(b) Bootcamp

Date & Time

Tuesday, Jun 07, 2022 at 9:00 AM
Contact Us

Events

Retirement Plan

401(k)/403(b) Bootcamp

Date & Time

Tuesday, Jun 07, 2022 at 9:00 AM
Contact Us

Description

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

  • Legal and Legislative update
  • Market update – What should fiduciaries be telling your employees if anything
  • 2022 New Audit Regulations

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:

https://nfp.zoom.us/webinar/register/WN_nduyj8HURO24D8PHFdO7-Q

Insurance services provided through NFP Corporate Services (SE), Inc., a subsidiary of NFP Corp (NFP). Doing business in California as CBA of North Carolina Insurance Agency (License#OK26588). Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with NFP or NFP Corporate Services (SE).
Investor Disclosures – https://bit.ly/KF-Disclosures

Event Location

Virtual - Zoom

Register Here

Event Location

Virtual - Zoom

Register Here

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.

Get In Touch With Us

Should be Empty:
Get in Touch With GreerWalker