Maria Hurd, CPA, RPA, Christopher Ciminera, CPA, QKA, and many members of our employee benefit plan audit team are highly sought after for speaking events. Here are a few upcoming speaking events that we thought you might be interested in attending.
- APRIL 19, 2021: Death, Taxes, and Retirement Plan Operational Failures – On April 19 from 2-2:45PM EST, Maria T. Hurd, CPA, RPA is presenting the next topic of the Fidelity Investments’ Webinar Series. She will discuss the most common operational errors and how to correct them using the IRS and the DOL correction programs: the Employee Plan Compliance Resolution System (EPCRS), the Delinquent Filer Voluntary Compliance Program (DFVCP), and the Voluntary Fiduciary Compliance Program (VFCP).
- APRIL 28, 2021: What to Expect from 2021 Audits of 2020 Plan Financial Statements – On April 28 from 3-3:50PM EST, Maria T. Hurd, CPA, RPA is presenting at the ASPPA Spring National 2021 event. She will discuss the changes in plan provisions and processes that have occurred as a result of the SECURE Act, the CARES Act, and other IRS and EBSA Notices and how they will affect audits of retirement plan financial statements.
- JUNE 10, 2021: Preparing Forms 5500, 5500-SF, and 5500-EZ: Annual Return/Report of Employee Benefit Plan – On June 10, 2021, Christopher J. Ciminera, CPA, QKA will be a panelist during Strafford’s Webinar Series. This webinar will explain what plans are required to file Forms 5500, 5500-SF, and 5500-EZ, how to prepare these required information returns and related schedules, and the most recent changes to these forms.