Los Angeles Chapter - Retirement Basics - April 2

Chapter Event

Retirement Basics: Essential Knowledge for HR & Benefits Professionals
April 2
8:00 - 11:30 am PDT

Whether you're new to managing retirement plans or a seasoned professional looking for the latest updates, this event is tailored for you. Back by popular demand after last year's sold-out session, this event brings together industry experts who will provide the knowledge, tools, and best practices you need to effectively administer and maintain compliance with retirement plans.

Learn the best practices for operating your retirement plan including the life cycle of a retirement plan, eligibility and enrollment, participant data and contributions, distributions and loans, and Form 5500 reporting. Additionally, with all the recent recordkeeper consolidations, increasing use of automation/integration between plan recordkeeping platforms and payroll software and fallout from COVID and the Great Resignation, there have been more plan audit surprises.  Come hear real world audit stories about what went wrong, how it was detected, the approach for correction and what to look for, spot check, etc. to make sure you avoid such situations. Time permitting, the most recent Department of Labor Audit Quality Study will be discussed.

Speakers:
Crystal Coleman, CEBS, Principal, Employee Benefit Plans CLA (CliftonLarsonAllen LLP)
Karen Casillas, AIF®, CPFA®, CFS, NQPC™, Vice President, Financial Advisor, CAPTRUST

Location:
Capital Group | American Funds
Bank of American Financial Center
400 S Hope St, 22nd Floor
Los Angeles, CA 90071