2019 Employee Benefits Forum – Pittsburgh

Registration begins at 7:30 am

Continental breakfast will be served

3 CPE, HRCI & SHRM Credits available

AGENDA:

7:30 – 8:00 am

Registration and Introductions

8:00 – 8:30 am

Employee Benefit Plan Accounting, Audit and Reporting Update

Presented by: Todd Lucas, Senior Manager

8:30 – 8:45 am

Regulatory Update

Presented by: Jason Lumpkin, Shareholder

8:45 – 9:00 am

Cross Testing Strategies for 401(k) Plans

Presented by: Anthony Margiotta, Senior Manager

9:00 -9:50 am

How to Satisfy Fiduciary Responsibilities

Presented by: Michael Bucci

9:50 – 10:40 am

Non-qualified Deferred Compensation Plans

Presented by: Shad Fagerland

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Office Locations

Pittsburgh

One PPG Place,
Suite 1700
Pittsburgh, PA 15222

412.261.3644

412.261.4876

Columbus

65 East State Street,
Suite 2000
Columbus, OH 43215

614.621.4060

614.621.4062

Metropolitan Washington

1660 International Drive,
Suite 600
McLean, VA 22102

571.380.9003

Links

Schneider Downs is a Top 60 independent Certified Public Accounting (CPA) firm providing accounting, tax, audit and business advisory services to public and private companies, not-for-profit organizations and global companies. We also offer Internal Audit; Technology Consulting; Software Solutions; Personal Financial Services; Retirement Plan Solutions and Corporate Finance Services. Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.