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"The Benefits and Pitfalls of 401(k) Automatic Enrollment," Presented by Sean Sullivan, Avoiding Common 401(k) Mistakes

02.19.15

Avoiding Common 401(k) Plan Mistakes

 

 

 

Registration Countdown!

 


To RSVP, please contact Jenna Thomas at jthomas@sheridanroad.com by Thursday, February 19

 

 

WHEN

Thursday, February 19, 2015

11:00 a.m. to 11:30 a.m. – Networking and Lunch
11:30 a.m. to 1:00 p.m. – Presentation, Discussion and Q&A

Beverage service will be available throughout the meeting.

WHERE

Kraft CPAs, PLLC
555 Great Circle Road
Nashville, TN 37228
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PROGRAM

The Benefits and Pitfalls of 401(k) Automatic Enrollment
Sean Sullivan, Partner
Waller Lansden Dortch & Davis, LLP

The Building Block of Building a Better Retirement Plan
Mike Wesson, Principal
Acuff & Associates

Internal Controls – Audit Implications and Best Practices for Keeping Your Plan Compliant
Tracy Thomas CPA, Member
Kraft CPAs

Investment Management and Fiduciary Oversight
James Henry, Managing Director
Sheridan Road Financial