Navigating Retirement Plan Issues During COVID-19

The CPAs of McConnell & Jones invite you to a complimentary webinar focused on retirement plan issues caused by COVID-19. During this informative seminar, experts from Qualified Plan Advisors will review tips and best practices to successfully help you with the challenges of this new normal.


Learning Objectives

At the end of this webinar, participants should be able to:

  • Understand Market Behavior
  • Think About Your Participants
  • Carry Out Fiduciary Duties
  • Looking Forward

Presenters:

Robert Massa
Managing Director
Qualified Plan Advisors

Robert Massa is the Managing Director of Retirement in Houston, TX for Qualified Plan Advisors (QPA). Rob is a retirement professional with more than 25 years of retirement industry experience. His primary responsibilities include practice management, strategic investment direction and advice, retirement plan design consulting and compliance, employee education and development, financial wellness strategies, client relationship management and SEC compliance. His career has been focused in the investment management and administration of qualified retirement plans in a diverse series of roles including investment advice, trust administration, recordkeeping, plan document drafting, compliance testing, product management, legal and client consultation.

 

 

 

Matthew Eickman
National Retirement Practice Leader
Qualified Plan Advisors

Matthew Eickman, J.D., AIF® is the National Retirement Practice Leader for Qualified Plan Advisors® (QPA) and Managing Director, Omaha Market. He is also a member of the firm’s Investment Advisory Committee, holds his FIRA series 7 and 66 registrations, and is an Accredited Investment Fiduciary (AIF®). Matthew has more than 16 years of private legal practice focusing exclusively on employee benefits and has represented clients in front of the DOL, IRS and PBGC. He is an active member of the Employee Benefits Committee of the American Bar Association Tax Section and currently serves as co-chair of the Defined Contribution Plans Subcommittee. He is a frequent speaker on regulatory developments, fiduciary responsibilities, and retirement readiness.

 

 

 


Additional Information: 

Delivery Method:

Virtual Training

Prerequisites:

Basic Knowledge of Employee Benefit Plans

Fee/Cost:

Complimentary

Who Should Attend:

Plan sponsors, members of plan management as well as financial and HR professionals who specialize in the management and accounting for employee benefit plans.  

Program Level:

Intermediate

Total CPE:

1 CPE from National Association of State Board of Accountancy and Texas State Board of Public Accountancy
1 PDC from the Society for Human Resource Management

Advanced Preparation: None

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Complaint Resolution: Any complaints should be directed to Michelle Brumfield using any of the following contact methods: Office Telephone: 713.968.1655, E-mail: mbrumfield@mjlm.com, US Mail: 4828 Loop Central Dr., Suite 1000, Houston, TX 77081. McConnell & Jones will make every effort possible to investigate the cause of all complaints and to take any corrective action that may appropriate. McConnell & Jones LLP 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 course for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.