MACPA Retirement Plan Protection Workshop December 3 in Troy

Retirement Plans Reviewed
By U.S. Labor Department; Companies Receive Compliance Advice at Michigan
Association of Certified Public Accountants’ Workshop

Former head of U.S. Dept. of Labor's Employee
Retirement Income Security Act (ERISA) offers critical information for
retirement plan sponsors

TROY, Mich., Nov. 25, 2013 – The Michigan Association of Certified Public
Accountants (MACPA), in partnership with The Agbay Group and the Society of
Human Resource Management, hosts the Retirement
Plan Protection Workshop, Tuesday,
Dec. 3 at the MSU Management Education Center, 811 W. Square Lake Road, Troy.

Designed specifically for Retirement Plan
Sponsors, the breakfast workshop helps ensure that company filings are in
compliance with the U.S. Department of Labor’s Employee Retirement Income
Security Act (ERISA). Provisions within ERISA allow the U.S. Department of
Labor (DOL) to bring civil actions against Plan Sponsors and other fiduciaries that
have insufficient filings or other violations. This workshop provides
information about DOL’s increased scrutiny on retirement plans, and how
companies can make certain their compliance efforts stay on track.  Key topics include:

• Reasons retirement plans might be investigated and “triggers” to be
aware of;

• How to respond when notified of an investigation and initial steps to
take to minimize burden and risk;

• What to expect from the U.S. Department of Labor and how to resolve
an investigation to avoid penalties and minimize disruption to a business.

Speaking at the
event is retirement plan consultant Anthony Agbay, Senior Vice President of Investments of The Agbay Group, Troy; and Bradford P. Campbell, current counsel at Drinker
Biddle & Reath, LLP, and former Assistant
Secretary of Labor for Employee Benefits and primary federal regulator for
ERISA.

Agbay is in the top one percent of retirement plan consultants
nationwide. With 20 years of ERISA plan experience, Agbay designs, implements
and advises employers
on corporate retirement plan strategies. He has worked
with clients ranging from publicly-traded companies with more than 4,000
employees to non-profit publishing companies in the 4013(b) market.

"Companies need to arm themselves with the best information to
ensure they are doing everything possible to comply with Department of Labor
regulations,” says Agbay. “This workshop will provide everything Retirement
Plan Sponsors need to know." 

 Campbell is a nationally-recognized
figure in employer-sponsored retirement plans. He has been listed as one of the “100 Most
Influential Persons in Defined Contribution” by 401kWire. Campbell advises financial service
providers and plan sponsors on ERISA Title I issues, including fiduciary
conduct and prohibited transactions.

The workshop agenda
features:

7:30 a.m.: Registration and Breakfast Buffet

8:30 a.m.: Welcome & Announcements

8:45 a.m.: Legislative, Regulatory and Enforcement Issues Confronting
Plan Sponsors by Hon. Bradford P. Campbell

9:35 a.m.: Behind-the-Curtain Peek at DOL’s Enforcement Efforts by
Anthony Agbay

10:25 a.m.: Adjournment

The workshop is a CPE credit event. Overnight accommodations are available
at the Embassy Suites, Troy 248.879.7500.
Workshop pre-registration price is $55 with paper materials, $45 with
e-materials. Register by calling 855.594.4273 or visit www.michcpa.org/DOLB

 The Michigan Association of Certified Public
Accountants is a diversified, professional, member-driven organization serving
more than 17,000 CPAs and affiliated professionals throughout Michigan. Visit
MACPA’s web site at www.michcpa.org.

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