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WEBINAR: Designing and Administering Defined Contribution Retirement Plans – What you need to know
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Join CHRA for an informative webinar on contribution retirement plans

 Export to Your Calendar 6/18/2020
When: 6/18/20
12:00-1:00 pm
Where: Baltimore
United States
Contact: CHRA


Online registration is available until: 6/18/2020
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WEBINAR:

 

Designing and Administering Defined Contribution Retirement Plans: 

What you need to know

 

June 18, 2020 -  12:00 p.m. - 1:00 p.m.

  

presented by Jen Amato, CPA, SC&H Group & Adam Meehan, Esq., Smith & Downey

 

Sponsored by Tower Federal Credit Union

 

        

 

This program has been pre-approved for 1 hour of General/HR credit by HRCI. The use of this seal is not an endorsement by HRCI of the quality of the program. It means that this program has met the HRCI’s criteria to be pre-approved for recertification credit. 

 

This program has been pre-approved for 1 SHRM PDC's. The Chesapeake Human Resources Association is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP or SHRM-SCP.

 

ABOUT THE PROGRAM

With changing regulations and increased emphasis on particular aspects of compliance and fiduciary responsibility, all plan sponsors should understand proper plan design, operate their plan in accordance with the plan document and establish effective controls for plan administration. It is imperative that all persons (particularly plan fiduciaries) involved with the operation of an organization’s plan be familiar with the plan’s governing documents in order to ensure proper compliance. In addition, this knowledge will assist plan sponsors in ensuring their plan is designed most effectively and efficiently given the nature of the company’s business model and employee demographics. Small and middle-market companies tend to be more vulnerable with regards to compliance as many do not have the internal expertise to address compliance with plan provisions or keep up with changing regulations. These companies may rely on outside parties to remain compliant. While it is acceptable and encouraged for plan sponsors to hire specialists to assist in plan monitoring, often too much reliance is placed upon such service providers. Ultimately responsibility for compliance remains with the plan sponsor.  

 

During this session, SC&H Group and Smith & Downey will walk you through the basic terminology that must be understood to ensure a plan is designed and operated most effectively for your individual organization and your employees. A properly designed plan will help to ensure proper administration and compliance with all plan and regulatory rules and regulations.


ABOUT THE PRESENTERS

 

Jen Amato has played a number of key roles at the SC&H Group since she started with the firm over 18 years ago and tells all of her counterparts that it’s all about what you make of it. As a Director at SC&H, she has contributed to a tremendous increase in the firm’s Employee Benefit Audit practice. She and her team conduct employee benefit audits of all sizes and complexity - from small, closely held businesses to large, publicly traded companies. As part of SC&H’s Audit & Tax Advisory Services, she also participates in client engagements involving financial statement audits and reviews, and process improvement. Jen graduated from Stevenson University with a B.S. in Computer Accounting, and is a Certified Public Accountant licensed to practice in Maryland. Active in her profession and community, Jen is a member of the Maryland Association of Certified Public Accountants (MACPA), the American Institute of Certified Public Accountants (AICPA), and holds her Advanced Defined Contribution Plan Certification from the AICPA. 

 

Adam Meehan is a Partner at Smith & Downey, P.A. where his practice deals with all aspects of employee benefits and executive compensation law. He has extensive experience in advising clients on the tax and ERISA implications of a broad range of benefits-related matters, including in the development, documentation and operation of qualified and nonqualified deferred compensation and retirement plans of all types, welfare and flexible benefits programs and executive and broad-based equity-oriented and performance-oriented incentive arrangements. He also regularly advises clients on fiduciary and governance issues in all aspects of employee benefits plans. Adam received his LL.M. in Taxation and Certificate in Employee Benefits Law from Georgetown University Law Center, his J.D. from the University of Oklahoma College of Law, and his B.A from Salisbury University.  Adam is an adjunct professor at the University of Baltimore Graduate Tax Program where he lectures on health and welfare benefit plans and deferred compensation plans, a frequent lecturer on all aspects of employee benefits, and is currently drafting a textbook on executive compensation.

  

COST

CHRA Member                      FREE (Not a member? Sign up today!)

                                              *In lieu of a registration fee, please consider making a donation to Junior Achievement of Central Maryland here.

Non-Member                         $20.00

CHRA Student Members        FREE


 

 

THANKS TO OUR SPONSOR!



CHRA qualifies as a tax-exempt organization under Section 501(c)6 of the Internal Revenue Code. As such, your sponsorship is not deductible as a charitable contribution, but may be deductible as an ordinary and necessary business expense depending upon your individual tax circumstances — please consult your tax advisor.  

 

 

CANCELLATION POLICY

The deadline for non-members to cancel in order to receive a refund is Monday, June 15. If you do not cancel in advance and do not attend the event, you will still be invoiced for the event.

 

CONSENT CLAUSE

Registration and attendance at, or participation in, CHRA meetings and other activities, constitutes an agreement by the registrant to the use and distribution (both now and in the future) of the registrant or attendee’s image or voice in photographs, videotapes, electronic reproductions, and audiotapes of such events and activities by CHRA and other third parties, including but not limited the association, the venue, the host city, etc.

 

CODE OF CONDUCT

CHRA is dedicated to providing a harassment-free experience for everyone, regardless of gender, age, sexual orientation, disability, physical appearance, body size, race, ethnicity, experience, or religion (or lack thereof). We do not tolerate harassment or other inappropriate conduct of online event participants in any form. Inappropriate sexual language and imagery, trolling, insulting or derogatory comments, personal or political attacks or harassing photography or recording will not be tolerated during the content of the online event, on social media or any other online outlets. Participants violating these rules may be removed from the online event without a refund at the discretion of CHRA and/or excluded from participating in future in-person or online events. If you are being harassed, notice that someone else is being harassed, or have any other concerns, please contact a member of CHRA staff immediately at: info@chra.com. Click here for our in-person event Code of Conduct.

 

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