Maria Hurd, CPA will be presenting at The Plan Sponsor University All Day Conference.  How to Prevent and Detect Operational Mistakes in Your Retirement Plan The Plan Sponsor University will be held on November 6 from 8:00am-2:00pm at Villanova University. Learn more from the TPSU website!

Jon Moll, CPA will be presenting a virtual workshop for Delaware Alliance for Nonprofit Advancement (DANA): Financial Management for Nonprofits. In this workshop, Jonathan D. Moll, (Director of Accounting and Auditing at Belfint, Lyons, Schuman) will demystify nonprofit financial management by breaking down concepts into easy-to-understand language. He will share insights on interpreting balance sheets … Continued

Christopher J. Ciminera, CPA will be co-presenting at the AICPA & CIMA Employee Benefit Plans Conference on December 4, 2025 from 1:00pm - 2:15pm! AICPA & CIMA Employee Benefit Plans Conference December 4, 2025 Chris's session: You Have an ERROR Now What? - Understanding the Impact of 401K Corrections

Summit Group Retirement Planners, Inc. has invited Maria T. Hurd, CPA, RPA to present on the very timely topic of Catch-Up Requirements! The Secure 2.0 catch-up contribution regulations become effective January 1, 2026. While many sponsors have spent 2025 preparing, the upcoming deadline warrants a final, focused review to ensure all processes are fully aligned. … Continued

Summit Group Retirement Planners, Inc. has invited Maria T. Hurd, CPA, RPA to present LTPT Eligibility Under SECURE Act Updates: Requirements, Timelines, and Next Steps. REGISTER HERE Webinar Details Topic: LTPT Eligibility Under SECURE Act Title: LTPT Eligibility Under SECURE Act Updates: Requirements, Timelines, and Next Steps Date: Monday, January 26, 2026 Time: 1:00pm ET The session will cover: … Continued

Lily DeLaura is presenting Barbri's Webinar - Preparing Forms 5500, 5500-SF, and 5500-EZ: Annual Return/Report of Employee Benefit Plan. Topic: This course will explain what plans are required to file … Continued