Description

The AICPA has a wealth of tools, checklists and 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. Once you know where to go to find these tools, the discovery will help the efficiency of an ERISA-focused practice. Key take aways include:
• Tools from the AICPA Tax Resource Panel
• Health care tools
• Advocacy Initiatives and white papers
• Tax Section tools
• AICPA Financial Literacy tools for plan sponsors and plan participants

Speaker(s):

• Kristin M. Esposito, CPA, MST, Senior Manager - Tax Policy & Advocacy, AICPA
• Lisa Germano, President and General Counsel, Actuarial Benefits & Design Company
• Wayne R. Kamenitz, Dual MBA Taxation & Finance, Vice President & Regional Compliance Practice Leader, Segal Company
• Christopher W. Shankle, CPA, CGMA, Senior Vice Presidnet, Argent Financial Group, Inc