McKonly & Asbury’s Retirement Plan Seminar Has Been Rescheduled for December 4

Due to Hurricane Sandy, McKonly & Asbury’s Retirement Plan Seminar – originally scheduled for October 30 – had to be rescheduled. The new date is Tuesday, December 4. 

Those who were already registered have been notified of the change, will remain registered for the new date, and can voice any questions or concerns at anytime to

For those of you who were unable to attend on the original date or were unaware of this seminar, you are in luck! You now have the opportunity to join us on December 4! Below is more information about the seminar and how to sign up.

Are you a Human Resource Director, Investment/Retirement Committee Member, or Business Owner? If so, mark your calendar for a Retirement Plan Seminar on Tuesday, December 4! As part of McKonly & Asbury’s Fall 2012 Seminar Series – The Power of Information – this seminar will provide you with information to help your organization stay on top of retirement plan industry developments. This seminar will build on the positive responses we received at last fall’s event and provide your benefit plan team with new developments, including updates on the new fee disclosure requirements.

Details are as follows!

Date: Tuesday, December 4
Time: 8:00AM – 11:30AM (Registration and breakfast from 8:00AM-8:30AM; Seminar from 8:30AM – 11:30AM)
Location: Holiday Inn Hotel & Conference Center – 2000 Loucks Road, York, PA 17408
Registration fee: $35
CPE credits are available.

This year’s lineup of presenters and topics include:

Retirement Plan Audits: A Sponsor’s Perspective
Michael Hoffner, Partner and Daniel Sturm, Principal – McKonly & Asbury, LLP
The regulations surrounding retirement plans has grown significantly in recent years, as have the procedures your auditors must follow to issue the opinion. As a result, financial statement audits have become more complex and challenging, leading to an increase in the time it takes you to prepare for and get through your plan audit. This session will allow you to collaborate with auditors and other plan sponsors to help you minimize the time your team spends on your plan audit.

LEAN for Plan Sponsors
David Blain, Principal – McKonly & Asbury, LLP
This session will focus on determining efficiencies in back office processes through improvements in communications and information flow in order to best support and provide services to your clients.

Who’s On the Hook for Decisions Made in Your 401(k)?
Thomas Reese, Partner and Consulting Actuary – Conrad Siegel Actuaries
Whether it’s your job to advise a business owner, a Board of Directors, or serve on your Plan’s investment or retirement committee, we will outline the steps you can take to protect yourself in the fulfillment of your fiduciary responsibilities and provide better supervision of your retirement plan for the betterment of your plan participants.

Employee Benefits Legal Update
Stephen Kern, Member and Chair of the Employee Benefits Group – McNees Wallace & Nurick LLC

The number of retirement plans audited by the IRS or DOL has increased dramatically in recent years. This session will address what these agencies are looking for and the simple steps employers should take to avoid potentially significant liability. This session will also include an update on Healthcare Reform and how the recent Supreme Court decision impacts employers now and in the upcoming years. The discussion will include year-by-year action steps.

To register, please contact the events staff of McKonly & Asbury at or by calling 717-972-5822.