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DTSTART;TZID=America/New_York:20210419T140000
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UID:10000120-1618840800-1618844400@www.belfint.com
SUMMARY:Death\, Taxes\, and Retirement Plan Operational Failures
DESCRIPTION:Maria T. Hurd\, CPA\, RPA\, CPSP will be presenting for Fidelity Investments during their Webinar Series. \nApril 19\, 2021 \n2 – 2:45 PM EST: Death\, Taxes\, and Retirement Plan Operational Failures  \nRetirement plan administration is complicated — mistakes will happen\, but thanks to the IRS and DOL\, there is always a correction program! Everyone knows about the challenges involving late deferral deposits\, but that is only the tip of the iceberg\, and much easier to correct than operational failures related to eligibility\, use of the wrong definition of compensation\, participant loan repayment errors\, unsubstantiated hardship distributions\, and so much more. \nDuring this seminar\, Maria T. Hurd\, CPA\, RPA\, will alert plan sponsors to the most common operational errors and how to correct them using the IRS and the DOL correction programs: the Employee Plan Compliance Resolution System (EPCRS)\, the Delinquent Filer Voluntary Compliance Program (DFVCP)\, and the Voluntary Fiduciary Compliance Program (VFCP).
URL:https://www.belfint.com/event/retirement-plan-operational-failures/
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2021/04/Fidelity-Seminar.jpg
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DTSTART;TZID=America/New_York:20210423T144500
DTEND;TZID=America/New_York:20210423T154500
DTSTAMP:20210416T205011Z
CREATED:20210416T205011Z
LAST-MODIFIED:20210416T205011Z
UID:10000122-1619189100-1619192700@www.belfint.com
SUMMARY:The Value of Mentors in a World Gone Crazy
DESCRIPTION:Karly A. Laughlin\, CPA\, will be co-presenting at the 33rd RPTE Virtual CLE Conference. \nTopic: The Value of Mentors in a World Gone Wild \nDate: Friday\, April 23\, 2021 \nTime: 2:45pm – 3:45pm ET \nPanelists: \n\nKarly A. Laughlin\, CPA – Belfint Lyons & Shuman\, CPAs\nJennifer E. Smith – McCollom D’Emilio Smith Uebler LLC\nGeorge P. Bernhardt – Baker Hughes Company\nElizabeth C. Lee – Womble Bond Dickinson\n\n\nThis presentation will inspire attendees to mentor young professionals in their organizations and networks in order to create a diverse and inclusive cadre of professionals to best serve 21st century clients. This panel will explore the benefits of mentoring\, offer a variety of mentoring techniques\, and highlight strategies for mentoring in a remote work environment.\n\n  \nFor more information\, visit RPTE’s Virtual CPE Conference Website.
URL:https://www.belfint.com/event/rpte-ala-cle-karly-laughlin/
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2021/04/RPTE-Conference.jpg
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DTSTART;TZID=America/New_York:20210428T150000
DTEND;TZID=America/New_York:20210428T155000
DTSTAMP:20210309T144002Z
CREATED:20210309T143258Z
LAST-MODIFIED:20210309T144002Z
UID:10000114-1619622000-1619625000@www.belfint.com
SUMMARY:ASPPA Spring National 2021: What to Expect from 2021 audits of 2020 Plan Financial Statements
DESCRIPTION:Maria T. Hurd\, CPA\, RPA\, CPSP will be presenting at ASPPA Spring National.  \nApril 28\, 2021 \n3 – 3:50 PM: Workshop 5: What to Expect from 2021 audits of 2020 Plan Financial Statements \nThe SECURE Act\, the CARES Act\, and several IRS and EBSA Notices granted relief and offered guidance for late deferral deposits\, mid-year safe harbor contribution suspensions or reductions.  The resulting changes in plan provisions and plan processes have an impact on the plan financial statements and the related audit procedures.   In this session\, you will learn: \n\nHow audit information requests and risk assessments will change to reflect new plan provisions and operations.\nWhat backup auditors need when new plan provisions are enacted operationally prior to a plan amendment.\nHow to best collaborate with the auditors and the clients to correct operational errors found during the audit.\n\nASPPA Spring National\nApril 28 – 29\, 2021\nVirtual \nASPPA Spring National — new event\, new opportunities\, new connections — combines the best of Spring Virtual and the Philadelphia Regional Conferences. \nFind out more here: ASPPA Spring National 2021
URL:https://www.belfint.com/event/asppa-spring-national-2021/
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2021/03/ASPPA-Spring-National-2021.jpg
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