On-Demand Webinar: Key Considerations for Your Healthcare ERISA Plan

Listen in as Kevin McElgunn, Ana Romeo, and Israel Tannenbaumof Withum’s Employee Benefit Plan Team discuss key considerations for employee benefit plan audits that healthcare organizations should be aware of.

The team will share their lessons learned and practical recommendations related to plan mergers, 403(b) nuances, Form 5500 requirements, voluntary corrections, common plan deficiencies and the financial impact that COVID-19 had on plans.

Viewers Will Learn About

  • Analyzing areas of common deficiencies within Healthcare ERISA plans and practical resolutions
  • Identifying common pitfalls when dealing with plan mergers with real-life examples
  • Recognizing 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