Withum ERISA Webinars
When consistent quality and convenience matters

Navigating Through Party-in-Interest Transactions

April 25, 2013

The webcast discussed topics, including party-in-interest concepts, key exempted transactions, types of prohibited transactions, available correction programs and internal control considerations.

Presented by David Dacey, CPA, Partner, Practice Leader, WithumSmith+Brown’s Employee Benefit and Pension Plans Services Group and Amy Pocino Kelly, Partner, Morgan, Lewis & Bockius, LLP

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ERISA Fiduciary Checkup

January 9, 2013
Presented by David Dacey, CPA, Partner, Practice Leader, WithumSmith+Brown’s Employee Benefit and Pension Plans Services Group, David Hudak, QKA, QPFC, Senior Consultant, Portfolio Evaluations, Inc., and Howard Levine, Partner, Chair, Employee Benefits & Executive Compensation Practice Group, Drinker Biddle & Reath LLP

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DIAGNOSING RISKS: RECENT FEE DISCLOSURE AND TARGETED DATE FUND SELECTION CONSIDERATIONS

Presented by David Dacey, CPA, Practice Leader, WithumSmith+Brown Employee Benefit and Pension Plans Services Group and Gregory Marsh, Vice President, Corporate Retirement Plan Consultant, Bridgehaven Financial Advisors
December 17, 2012

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A Holistic Approach to Fiduciary Best Practices

Presented by David Dacey, CPA, Practice Leader, WithumSmith+Brown Employee Benefit and Pension Plans Services Group, Stephen DesRochers, CFP, CRPC®, Vice President-Investments Advisory & Brokerage Services, UBS Financial Services, and Maryanne Moxie, Financial Advisor, UBS Financial Services
October 24, 2012.

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LESSONS LEARNED FROM ABB:
An Analysis of Tussey v. ABB, Inc.

Presented by David Dacey, CPA, Practice Leader, WithumSmith+Brown Employee Benefits Plan Services Group, Bernard Leone, CPA, CITP, CGMA, WithumSmith+Brown, and Joshua Anderson, AIF, Financial Advisor, Raymond James & Associates, Inc.
September 11, 2012

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FOUNDATIONS OF AN EFFECTIVE 401(K) PLAN

Presented by David Dacey, CPA, Practice Leader, WithumSmith+Brown Employee Benefits Plan Services Group, Michael Gouldin, Gouldin & McCarthy, and Gary Young, Scarinci Hollenbeck
May 29, 2012

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Weathering the Regulatory Storm: Managing Critical Issues Concerning the DOL Final Fee Disclosure Rules

Presented by David Dacey, CPA, Practice Leader, WithumSmith+Brown Employee Benefits Plan Services Group, David Hudak, Portfolio Evaluations, Inc., and Howard Levine, Drinker Biddle & Reath LLP
April 12, 2012

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How to Survive 401(k) Fiduciary Issues

Presented by David Dacey, CPA, Practice Leader, WithumSmith+Brown Employee Benefits Plan Services Group, Edwin Leavitt-Gruberger, Wilentz, Goldman & Spitzer, PA and Paul DaSilva, The Centurion Group, LLC
October 18, 2011

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Perspectives on Fiduciary Responsibility

Presented by David Dacey, CPA, Practice Leader, WithumSmith+Brown Employee Benefits Plan Services Group and Michael Gouldin, Gouldin & McCarthy
June 8, 2011

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A Round of Fair Value Accounting and Auditing

Presented by David Dacey, CPA, Practice Leader, Employee Benefits Plan Services Group
WithumSmith+Brown, PC
December 19, 2011

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