Retirement Plans: How to Prepare & Protect Your Investment Accounts
Wednesday, May 11, 12:00 PM - 01:00 PM
Volatility in investment markets raises questions for everyone, participants, and fiduciaries alike. With the growth of 401(k) and other individual account retirement plans, many participants are responsible for investing their retirement savings. How should a fiduciary be fully prepared? What do plan fiduciaries need to know and what does the Department of Labor say about selecting target date funds or other default investment funds? Additionally, what does an auditor look for within your investments, and specifically within your internal controls?
Join HORAN, VonLehman CPA & Advisory Firm and Graydon on Wednesday, May 11 as a panel of experts answer frequently asked questions on retirement investment accounts. We will hear from; Paul Carl, Vice President, Retirement Plan Consulting with HORAN, Jovana Krajewski, Audit Manager and ERISA specialist with VonLehman, and John Kirk, Partner with Graydon. At registration, please submit any questions you have for our panelists.
To continue to the HUB|HORAN website, click here.
To visit the HORAN Wealth website, click here.
For complete details about the HUB|HORAN announcement, read the press release.