West Hartford Chamber of Commerce Hosting 401K Discussion

The West Hartford Chamber of Commerce will host a discussion on the challenges for sponsors of 401K plans from 4 p.m. to 5:30 p.m. on Tuesday, Nov. 18 at Atria Hamilton Heights, 1 Hamilton Drive West Hartford.

There is no cost for West Hartford Chamber members; it’s $20 for non-members. Seating is limited.

Read more from the press release below:

Please join us for a lively and informative discussion on current challenges for sponsors of 401(K) plans, co-hosted by Retirement Visions, LLC, in association with the West Hartford Chamber of Commerce. We will highlight practical ways to manage all the risks you face as a 401(k) plan sponsor. This event is specifically tailored for anyone involved in the administration or governance of a qualified retirement plan including human resource, financial and executive officers. Attendees will have the opportunity to ask their most challenging benefit plan questions and learn how to effectively manage their company’s retirement plan.

Topics addressed will include:

• Fiduciary Responsibilities
• ERISA investigations and enforcement actions
• DOL’s expectations of plan sponsors
• Preparing for a DOL audit
• Plan fees- a look at revenue sharing and the real cost of plan administration

Speaker/Panel Members

Mary W. Rosen, J.D. Associate Regional Director of the Boston Regional Office of the U.S. Department of Labor, Employee Benefits Security Administration (EBSA). She assists the Regional Director in carrying out the enforcement program under ERISA, COBRA and HIPAA

Jay Gershman, MBA, AIF, RLP Specializes in retirement and life planning for individuals as the owner of Retirement Visions LLC, as well as advice & implementation of 401(k) & profit sharing plans for businesses.

Janet Nahorney, CPA A partner and Director of BlumShapiro’s Employee Benefit Assurance Services Group & Retirement Planning. Janet specializes in planning, designing and auditing of qualified retirement plans and employee welfare plans for privately held businesses.