The AICPA has a wealth of resources for many aspects of ERISA and retirement planning. AICPA staff and members will review these resources to give participants familiarity with what they can offer for a vibrant ERISA practice or to plan sponsors for use by internal accounting or human resources staff – or even plan participants.
Identify tools from the AICPA Tax Technical Resource Panel.
Recall tax advocacy initiatives.
Identify AICPA Tax Section tools.
Identify AICPA Financial Literacy tools for plan sponsors and plan participants.
Principal, Employee Benefit Plans,