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Friday, April 26, 2019 LiveEssex Chapter

Tax and Compliance Considerations for Controllers (E1904079)

8:30 AM - 12:10 PM EDT

Registration: 8:00 AM EDT

The Hanover Manor

16 Eagle Rock Avenue
East Hanover , NJ 07936

4 CPE Credits in CS

OVERVIEW

In this meeting, hear information on 401(k) fiduciary best practices and permitted discrimination. Then hear about employee benefit cost control & compliance best practices.

BENEFITS

Earn 4 CPE credits in CS.

HIGHLIGHTS

401(k) Fiduciary Roulette
Carla Matrisciano, CPA - Carla R. Matrisciano, CPA
Scott Rappoport, CLU, ChFC, RHU, CEBS - Chadler Solutions

In this session, the speakers will discuss:

  • Myriad rules, guidance, safe harbors, and best practices
  • Complying with ERISA guidelines
  • Why Review a Plan?
  • Classic 401(k) mistakes that can be easily avoided
  • Permitted Discrimination
Employee Benefit Cost Control & Compliance Best Practices

Scott Rappoport, CLU, ChFC, RHU, CEBS - Chadler Solutions
Eric Feldmann - Chadler Solutions

In this session, the speakers will discuss:

  • Medical Market Segments
  • Cost Control Techniques
  • ERISA and ACA Compliance

SPONSORED BY



COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

$14 late fee will be applied after 4/24. Season Pass holders must register for each event.



For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.

INSTRUCTORS

Eric Feldmann

Eric Feldmann

Group Benefits Practice Leader, Director of Compliance

Chadler Solutions

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Carla Matrisciano

Carla R. Matrisciano, CPA

Director of Retirement Services

Chadler Solutions

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Scott Rappoport

Scott Rappoport, CLU, ChFC, RHU, CEBS

President

Chadler Solutions

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PRICING

Free Event
Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form