Understanding Plan Documents

ERISA Basics and DOL Overview

Asking for a Friend

• Mark A. Blackburn, CPA, CGMA, Shareholder, LBMC,PC
• Kristin A. Ryan, CPA, Founder & CEO, Ryan + Mann LLC
• Randi Chambers, CPA, Assurance Partner, HoganTaylor LLP
• Melissa G. Critcher, CPA, EBPAQC Member, Owner, Melissa G. Critcher, CPA, PC
• Kerri Franz, CPA, Partner, Weaver, LLP

Financial Reporting and Wrap-Up

• Mark A. Blackburn, CPA, CGMA, Shareholder, LBMC,PC
• Bobby Vercoe, CPA, Principal, Windham Brannon LLC

Everything You Ought to Know About Distributions and Plans Expenses

• Tiffany White, CPA, Shareholder, Clark Schaefer Hackett
• Mae Elbohy, Senior Manager, Plante Moran, PLLC

Common Investments in Employee Benefit Plan Plans

• Monique E. Elliott, CPA, Shareholder/Owner, Elliott Group CPAs, PLLC
• Kathleen Jackson, CPA, Audit Manager, A.C. Evans LLC

Contributions and Participant Data: Part II

• Melissa G. Critcher, CPA, EBPAQC Member, Owner, Melissa G. Critcher, CPA, PC
• Lisa Sanford, CPA, Manager, RubinBrown

Contributions and Participant Data: Part I

• Melissa G. Critcher, CPA, EBPAQC Member, Owner, Melissa G. Critcher, CPA, PC
• Lisa Sanford, CPA, Manager, RubinBrown

Planning and Risk Assessment: Part II

• Randi Chambers, CPA, Assurance Partner, HoganTaylor LLP
• Kerri Franz, CPA, Partner, Weaver, LLP

Planning and Risk Assessment: Part I

• Randi Chambers, CPA, Assurance Partner, HoganTaylor LLP
• Kerri Franz, CPA, Partner, Weaver, LLP