Monday, July 8, 2013

July Webinar: Keeping Your Retirement Plan in Compliance

Anyone involved with the administration of a qualified retirement plan can learn about correcting common errors in a free webinar we'll be hosting titled, "Keeping Your Retirement Plain in Compliance" on Wednesday, July 17 from noon to 1 p.m.

Led by my colleagues Alan Clink and Linda Conrad, the session will address widespread errors committed during retirement plan audits and correction methods available.

"Administering a retirement plan involves a lot of detail and administrators often make mistakes, through oversights or simply not fully understanding the regulations," said Linda, who has more than 15 years' experience in all areas of retirement and benefit plan administration and design.  "We're hoping to eliminate those mistakes and increase overall understanding through this webinar."

One hour of continuing professional educational units is available for CPAs.

PC-based attendees are required to have: Windows® 7, Vista, XP or 2003 Server, while Macintosh®-based attendees need Mac OS® X 10.4.11 (Tiger®) or newer.

Space is limited.  Reserve your seat now by going to:

After registering you will receive a confirmation email containing information about joining the session.

For more information, call 518-785-0134, or email


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