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Events

Are You a Plan Sponsor? Breakfast Discussion

Feb 5, 2020
John Eusanio

When

Wednesday, February 5, 2020  8:30 AM - 10:00 AM ET (5:30 AM - 7:00 AM PT)

Where

Citrin Cooperman 
Multi-Purpose Room
175 Broadhollow Rd
Melville, NY

Are you a plan sponsor?

Join our breakfast discussion, where topics will include:

  • Fiduciary responsibilities for your employees' 401(k) plan 
  • Benefits of setting up a cash balance defined benefit plan
  • Plan audit best practices and considerations
  • Top Audit, Department of Labor, and IRS Plan findings 
  • The new SECURE ACT: significant changes and results

PRESENTERS: 

John Eusanio, Partner, Citrin Cooperman
Hailey Love, Principal, Bernstein
Stephen M. Lippman, Director, Bernstein
Andrew Roth, Partner, Danziger & Markhoff
Mark Hamilton, Partner, Danziger & Markhoff

This event is hosted by Citrin Cooperman, Alliance Bernstein, and Danziger & Markhoff LLP.

RSVP to Nina McCann via email at nmccann@citrincooperman.com.