2013 Retirement Plan Benefits/Audit Issues Forum – September 18

retirementplanJoin us for a 2013 Retirement Plan Benefits/Audit Issues Forum sponsored by Conrad Siegel Actuaries and McKonly & Asbury!

Date: Wednesday, September 18, 2013
Time: 8:00am – 2:15pm (lunch provided)
Location: The Conference Center at Central Penn College – 600 College Hill and Valley Road, Summerdale, PA 17093

Topics will include:

  • Economic outlook
  • Fraud in retirement plans
  • Retirement plan accounting update
  • Retirement Plan Investments – what every fiduciary needs to know
  • Retirement Readiness/Benefit Trends – what are the implications for your business

There will also be a special healthcare reform update from Robert Glus, FSA, Consulting Actuary with Conrad Siegel Actuaries. Robert will bring you up-to-date with recent changes and regulations as well as discuss the pricing practices of insurance carriers under the Affordable Care Act.

Other featured speakers will include:

  • Stephan Troy, CFA, Conrad Siegel Investment Advisors, Inc.
  • Michael Hoffner, CPA, McKonly & Asbury
  • Daniel Sturm, CPA, McKonly & Asbury
  • BethAnn Reeser, Investment Consultant, Conrad Siegel Investment Advisors, Inc.
  • Thomas Reese, ASA, Consulting Actuary, Conrad Siegel Actuaries

Seating is limited, so register today by clicking here.

If you have any questions, please contact Susan Bierly at 717-652-5633, ext. 5011 or susanbierly@conradsiegel.com or Melissa Roberson at 717-972-5822 or mroberson@macpas.com.


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