Join other tax professionals for an
evening of coffee, smoothies, hors d'oeuvres, and networking at Raymond James &
Associates.
4:30 Registration, light hors
d'oeuvres, beverages.
5:15 Business Owners and their Retirement Plan –
10 Mistakes Fiduciaries Make
•
Managing plan’s investment
offering
•
Monitoring the fiduciary risks that
affect your plan
•
Enhancing employee education,
communication and 404(c) compliance
•
Tax planning
considerations
Colleen Theuerkauf,
CFP, MBA – Raymond
James & Associates
Shannon Maloney, CEBS, Regional Vice
President, Transamerica Retirement Services
5:45 Networking
