September 30, 2020

401(k) and 403(b) Plan Readiness: Will Your Plan Survive in Today’s Fiduciary Environment?

Employee Benefit Plan Audits

About this Webinar

Whether you’re a business owner with an existing retirement plan or if you are considering starting one, you’ll want to join our retirement plan panel discussion.
Learn about keeping a healthy 401(k) or 403(b) plan that engages and encourages your employees to save and invest for their financial future. Local experts will discuss trends and share insights including: how to prepare for an audit, five effective ways to run a healthy plan, key elements of an exceptional plan trustee meeting, DOL red flags, 401(k) and 403(b) common compliance concerns and an update on ERISA litigation.

Ellen Fisher, Audit Partner, Stockman Kast Ryan + Company
Ed Frado, Esq., Law Office of Ed Frado, LLC
Josh Haynes, Regional Sales Director, Empower Retirement
Hosted by Rob Wrubel, CFP® AIF® AEP®, Cascade Investment Group, Inc.

Sponsored by Eastern Colorado Bank

Ellen Fisher, CPA, Audit Partner
Ellen has been in public accounting since 1997. She specializes in employee benefit plans, real estate and construction, financial institutions, nonprofits and small to mid-size businesses.