Retirement Plans 2012: Changes, Pitfalls & Opportunities (Guest speaker: Dale Vlasek)

RSVP: Contact Maureen Redmond, Maloney + Novotny LLC at (216) 363-0100 or marketing@maloneynovotny.com by Thursday, May 10, 2012. 

Date: Thursday, May 24, 2012

Time: 7:30 – 8:00 a.m. – continental breakfast

            8:00 – 10:00 a.m. – “Retirement Plans 2012”

Place: Embassy Suites, 5800 Rockside Woods Boulevard, Independence, OH 44131 

Wondering how the forthcoming changes to 401(k) and 403(b) retirement plans will impact you and your employees? Join us for an informative session that will cover what you need to know as a for-profit or not-for-profit plan sponsor to manage the changes in 2012. Some of the topics we will explore are:

• Heightened IRS and DOL scrutiny – What they are looking for and are you ready?

• Required fee disclosures to participants and sponsors effective July 1, 2012

• ERISA compliance and plan designs that work

Guest speakers:

McDonald Hopkins LLC

Dale R. Vlasek, Chair, Employee Benefits Practice

Maloney + Novotny LLC Wells Fargo Advisors

David O. Reyes, CPA, CEBS, Shareholder

Christopher Villari, CPA, Shareholder

Wells Fargo Advisors

Adam Bechler, CIMA, First Vice President – Investments

Ted Krawec, Senior Vice President – Investment Officer

Robert Moore, CFA, Senior Vice President – Branch Manager

Wells Fargo Bank

Mark Owens,Vice President – Ohio BDO