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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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With increased oversight of retirement plans—and continually changing regulations—you want to be confident that you’re in control of your plan’s compliance. Whether working on your own, or with the assistance of a plan consultant, maintaining documentation and processes for plan governance can help prepare you in case of a plan audit or compliance check. It’s also a great way to increase the efficiency of your plan while improving the experience of your participants.
Retirement plans are designed to be long-term programs for participants to accumulate and receive benefits at retirement. As a result, plan records may cover many years of transactions. The Internal Revenue Service (IRS), as well as the Employee Retirement Income Security Act (ERISA), require plan sponsors to keep records of these transactions because they may become material in administering pension law.
Considering that the Department of Labor (DOL), IRS, participant, or participant’s legal counsel could come calling at any time, you’ll want to be ready to show your ERISA required documented prudent process
By focusing on plan governance, plan sponsors can implement a prudent process for carrying out their fiduciary responsibility, and improve the quality of the retirement plan they offer employees.
In this online continuing education course, participants will learn about the essential documents of plan governance, how and when to update these documents, and how to implement best practices with document review and retention.
This online CPE/ CE course provides a more detailed review of the essential documents for retirement plans and how to ensure they are properly maintained. Participants will learn:
In this Retirement plan governance best practices CPE/CE webinar following key topics are covered:
Click here for webinar on Latest Tax Updates
President, Ashford Investment Advisors
Kathleen Dulko started her financial services
career as a CPA focusing on retirement plan, health care, and government
audits. In 2010, she earned the position of Corporate Controller for a
tax-supported healthcare system, where she was a member of the Retirement Plan
and Investment Committees, overseeing more than $1 billion in assets. Ms. Dulko
joined Ashford Investment Advisors in 2017 where she serves as a 3(38)
Investment Manager to her retirement plan clients. Connect on LinkedIn for
regular updates on Plan Governance!
Duration
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Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
15 Ratings
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JH
Sep 19th, 2022
Charts were all summaries. Would have liked more details - for instance when going over the oversight committee's responsibilities or when she was explaining the two types or investment advisors.
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