Webinar: Key Considerations for Your Healthcare ERISA Plan

    Upcoming Dates:
  • Sep 14
    12:00 pm-1:00 pm ET Online
Register Here

Event Details

Wednesday, September 14
12:00 – 1:00 PM ET
1 Credit of CPE Offered

Join Kevin McElgunn, Ana Romeo and Israel Tannenbaum of Withum’s Employee Benefit Plan Team for a discussion on key considerations for employee benefit plan audits that healthcare organizations should be aware of, including plan mergers and common plan deficiencies. The team will share their lessons learned and practical recommendations related to 403(b) nuances, Form 5500 requirements, employer and hospital ER match percentage benchmarks while noting the financial impact that COVID-19 had on plans.

Learning Objectives:

  • Analyze areas of common deficiencies within Healthcare ERISA plans and practical resolutions
  • Identify common pitfalls when dealing with plan mergers with real-life examples
  • Recognize voluntary corrections, 403(b) nuances and Form 5500 requirements

Meet Our Presenters

Israel Tannenbaum


New York, NY

Kevin McElgunn

Senior Manager - Withum

Ana Romeo

Manager - Withum

CPE Credit Information

1 Credit of CPE in Auditing

WithumSmith+Brown, PC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBAregistry.org.
Program Level: Overview Prerequisites: None Advanced Preparation: None Delivery Method: Group Internet-Based
For information regarding complaint and program cancellation policies, please contact our Withum Learning Department at [email protected].