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Thursday, October 22, 2020 Webcast

Does Your Retirement Plan Design Still Make Sense in a COVID-19 Economy? (E2010294)

8:00 AM - 9:30 AM EDT

Registration: 7:45 AM EDT

webcast

Webcast

1.5 CPE Credits in AA
This event is part of MembershipLearn more

OVERVIEW

This session will cover getting the most out of your company's or clients' retirement plan structure and improvements that can be made in a COVID-19 world. This session will include the implications of COVID-19 and changes that should be made as the result of it.

DESIGNED FOR

CPAs in business and industry with responsibility for their company’s retirement plan, CPAs in public accounting who have ERISA audit responsibilities and CPAs in public accounting who wish to further their knowledge of retirement plans for their clients

HIGHLIGHTS

This session will cover these topics:
  • Plan design options – Reevaluating plan design in a COVID-19 world
  • Fiduciary best practices and why fiduciary responsibilities of plan sponsors are more important now than ever
  • Managing COVID-19 withdrawals and loans
  • Factors to consider in modifying employer contributions
  • How reduced contributions impact plan testing
  • Considering plan termination due to COVID-19 – factors that must be considered for a plan termination
  • Education best practices to help employees manage their finances

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTORS

Brian Beloin

Brian Beloin

Regional Sales Director

MandMarblestone Group

Brian Beloin is the Regional Sales Director for the MandMarblestone Group. He has extensive experience in all aspects of retirement planning. From advisory services in his time with Webster Investments, to recordkeeping sales in his time with John Hancock, Brian has worked on 401(k)'s from just about every angle. Brian brings with him a team at MandMarblestone that includes both a group of actuaries and ERISA attorneys, which allows MandMarblestone to be prepared to tackle any administrative or plan design complexity that comes their way.

Brian Gregov

Brian Gregov, AIF, QKA

Vice President, Retirement Plan Solutions

Wealth Enhancement Group

Brian leads a highly qualified team and oversees the retirement plan governance and fiduciary responsibilities for his clients, along with their administration, operations and design. He has more than 20 years of broad experience working in retirement solutions, including managing plans for large, multi-hundred-million-dollar corporations as well as small businesses. Brian supports his clients by designing customized retirement plans that are focused on specific goals and needs. He also shares his knowledge through employee education programs to help plan participants navigate saving for retirement. Brian enjoys playing sports in his free time, and managing his son’s travel baseball team. He and his wife also have twin daughters.

Elizabeth Harper

Elizabeth B. Harper, CPA

Member of the Firm

SobelCo

Elizabeth Harper (Liz), Member of the Firm, joined SobelCo in the fall of 2009 to assume the role of Quality Control Senior Manager. In 2014 she was promoted to Director with responsibility for reviewing all of the financial statements and service organization control (SOC) reports issued by the firm along with client correspondences ensuring that the highest quality standards are met and that the reports are in accordance with the established authoritative standards. Liz is dedicated to ensuring that the firm complies with its internal quality standards. This includes involvement with the engagement teams during all phases of the work, personnel training and development, and monitoring of engagement quality. Liz is also responsible for client service of SOC, employment benefit plan (EBP) engagements and other audits.

In 2016 Liz was given the additional role as Director of the Employee Benefit Plan Audit Group and in 2017 was elected as a Member of the Firm. Liz brings insights gained based on her previous experiences at a "Big Four" firm and a local CPA firm to all of the roles she plays at SobelCo.

While at a local firm, Liz had a wide variety of responsibilities across a range of industries, which she draws on daily at SobelCo. From her years at KPMG, Liz is able to leverage the knowledge she gained managing financial and internal control audits, quarterly reviews and agreed upon procedures, with well-known clients ranging from Philips Lighting to Ricoh Corporation. This global exposure adds value to the current SobelCo regional environment and it will be a critical component of future growth as the firm continues to expand, serving national and international clients in the coming years. By combining her perspectives from private industry and public accounting, she can provide meaningful solutions to SobelCo's clients.

Thomas Hoens

Thomas W. Hoens, CPA, CGMA

Chief Operating Officer

The MandMarblestone Group LLC

Since 2011, Thomas W. Hoens has served as the Chief Operating Officer of the MandMarblestone Group llc, a leading provider of legal, actuarial, and third-party administration services for qualified retirement plans. As COO, Tom worked closely with the partners and staff to restructure workflow to drive a paperless and ‘location agnostic’ transition. These changes helped the company grow its client base by over 50% with no increase in total staff while being able to attract high-quality talent in California, Florida, and Massachusetts. Hoens also previously co-managed a team of thirty forensic accountants investigating and restating sixteen years of financial statements for a publicly held company charged with backdating stock options. Prior to this, he was CFO of a specialty insurance company and the co-manager of Industrial ratings at Fitch Investors Service. Hoens earned his Bachelor of Science in Accounting from Lehigh University.

PRICING

$0.00 - Member*

$69.00 - Non Member

* This event is part of Membership+, an exclusive benefit of NJCPA membership.

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Note: Online pre-registration will close on October 22 at 8:00 AM.

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