Panel Provides Guidance for Employee Benefit Plan Sponsors and Other Fiduciaries
AAFCPAs Davide Villani, CPA, CGMA, Managing Director, Employee Benefit Plan Audits, will join a panel of IRS, DOL and ERISA professionals providing guidance for plan sponsors and other fiduciaries on 401(k) and 403(b) retirement plan compliance. This session will help employers manage their fiduciary responsibilities through a better understanding of regulations and common risk areas.
Workshop attendees will gain an understanding of:
- The key areas of ERISA fiduciary responsibility,
- The DOL’s enforcement and IRS’ examination priorities for employee plans,
- Common deficiencies putting employers at risk, and
- The potential impact of the new Fiduciary Rule on your plan.
Wednesday, June 15, 2016
8 – 11:45 am
The Worcester Club
1 Oak Street
This event is hosted by Mayflower Advisors LLC and MA Jump$tart Coalition. If you would like to learn more, please feel free to contact Davide Villani at: 774.512.4012, firstname.lastname@example.org.
Davide is a leader of AAF’s Employee Benefits Plan Audit practice specializing in ERISA audits, including: 401K, 403B, Defined Benefit, and Health & Welfare Plans. He provides proactive guidance to retirement plan fiduciaries, helping to protect the financial integrity of employee benefit plans and ensure adequate plan assets exists to meet obligations to employees. He reviews the Form 5500 to confirm that your investments reflect accurately in the financial information, and that you are operating the plan in compliance with ERISA. Davide leads forums for shared expertise, and serves as a liaison with IRS and DOL officials regarding ERISA audit issues. He regularly presents training courses relating to improving the overall quality of ERISA/DOL audits. Click here to read Davide’s full profile.>>