This is a no charge event, but registration is required for security purposes.
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Best Practices for 401(k) Financial Wellness
Understanding your Fiduciary Responsibilities and examining the changing landscape of retirement plans
Hosted by The Maddelena Group at Morgan Stanley
Promotional Sponsor: Westchester Women's Bar Association
· ERISA, IRS and DOL requirements
· The Implications of signing the 5500
· Preparing for a DOL audit
· Trends for 401(k) and other qualified retirement plans
· Risk Mitigation techniques to reduce personal liability as a plan sponsor
· Selecting and monitoring service providers
· How to help your employees become financially fit
Program Moderated by:
Lawrence W. Bahr, CFP®, CRPS®
Corporate Retirement Director; Financial Advisor,
The Maddalena Group, Morgan Stanley Wealth Management
Jim Kais, Managing Director, Retirement Practice Leader Transamerica
“Asset pooling: A new era for retirement plans”
Ruben Gonzalez, Retirement Director, Janus Capital Group
“Recent Case Studies in Fiduciary Failures: Why Plan Sponsors Are Being Sued and the Importance of Process”
Timothy J. Desmond, CPA, Partner, Director of Employee Benefit Services PKF O'Connor Davies, LLP,
“Pointers for Fiduciaries from the Auditor”
Online Registration is now closed.
BLAIR LEVIN, A FORMER OFFICIAL IN THE CLINTON AND OBAMA ADMINISTRATIONS, TO JOIN WCA’S “GIGABIT WESTCHESTER” INITIATIVE AS A “VOLUNTARY COUNSELOR”
Blair Levin, Executive Director of Gig.U: The Next Generation Network Innovation Project and a non-resident Senior Fellow of the Brookings Institution, has joined the WCA’s Blueprint for Smart Growth team as Voluntary Counselor to the WCA’s Gigabit Broadband initiative, which was announced on October 6th at a press conference. Levin served in the first Obama administration as Executive Director of the National Broadband Plan and in the Clinton administration as Chief of Staff to the Chairman of the FCC, where from 2009-2010, Levin oversaw the development of the FCC’s National Broadband Plan.
Historically, fewer women than men have chosen careers in STEM fields. The good news is that with greater public awareness of this disparity, attitudes may be changing. And with Westchester County emerging as a significant biotech and health tech hub, the Westchester County Association (WCA), Westchester’s preeminent business leadership association, is working hard to encourage women to enter STEM careers.Two years ago, the WCA inaugurated the...
Online Registration is now closed, walk-ins are welcome.
One of the biggest hurdles entrepreneurs face is getting your innovative products and ideas before the people who can actually buy them. Now, health tech entrepreneurs, developers, and startups get to pitch their Big Ideas to the region’s leading healthcare decision makers and get co constructive feedback in real time. This type of access is happening in Westchester County, where the Westchester County Association, healthcare, biotech, business, and education sectors are all collaborating to grow the region’s vibrant Innovation Economy.
Visit recruitwestchester.org for all the event details.
To submit an employer application to recruit at the expo, click here.
Exhibiting Fees: $450; $275 for non-profits
* Registration for two representatives is included in the fee; each additional representative must be registered and are charged an additional $50.