Retirement Plan Conference 2015

Date: Dayton: Wednesday, May 6, 2015

Columbus: Thursday, May 7, 2015

Time: Dayton Registration and Networking: 1:00pm
Conference: 1:30pm - 5:00pm

Columbus Registration and Networking: 8:00am
Conference: 8:30am - 12:00pm

Brady Ware and First Ohio Planning
want you to be a
prepared
enlightened
educated
retirement plan fiduciary!

Keynote Topic: Multiple Employer Plans

Keynote Speaker:

Pete Swisher, CFP, CPC, TGPC
Senior Vice President, Pentagra Retirement Services

Breakout Session Track I

Audit Preparation Tips
Patty Ioas, CPA, Director, Brady Ware & Company

Breakout Session Track II

Fiduciary Responsibilities
James S. Ryan, J.D., CFP, AIF, Principal, First Ohio Planning

Breakout Session Track III

Understanding Retirement Plan Fees
Christine Kushman, J.D., LLM, Technical Director, Advanced Consulting Group, Nationwide Financial

Panel Discussion

Please contact marketing@bradyware.com with any questions.


Are you at risk for an ERISA violation?

Webinar Description: Join Clint Carter and Paul Tambe for an in-depth discussion of the enforcement of ERISA compliance and what you can do to be audit ready.

Why should you attend? ERISA enforcement is on the rise: Get audit ready
Learn the who, what, and when of Summary Plan Descriptions and Summaries of Material Modification
Find out who is responsible for ERISA compliance: It’s not your insurer

Who Should Attend: Human Resource professionals
Anyone with fiduciary responsibility for employee benefits plans
Anyone who is responsible for DOL compliance

ERISA Compliance Webinar Materials


Know Your Fiduciary Obligations as a Retirement Plan Sponsor

Webinar Description: Join Patty Ioas and Tim Brown for an indepth discussion of how to protect yourself as a plan fiduciary, as they highlight your fiduciary responsibilities to the plan and plan participants, as well as discuss best practices to ensure plan compliance.

Who Should Attend: 401(k) Plan Trustees, Benefit Plan Administrators, Benefit Plan Consultants, Business Owners, COOs, CEOs, and anyone interested in learning how to protect their retirement plan!


How Much Is Your Business Worth?

Webinar Description: Join Clifford M. Bishop and Michael A. Booth as they discuss current trends in the Mergers & Acquisition markets including valuations and the key drivers in determining the value of a business.

Who Should Attend: CEOs, COOs, CFOs, Business Owners


What Every 401(k) Plan Sponsor Should Know About Their Plan

Webinar Description: Join Patty Ioas and Tim Brown for an indepth discussion of the more stringent guidelines regarding increased fiduciary responsibility of 401(k) plan trustees and the new fee disclosure regulations.

Who Should Attend: 401(k) Plan Trustees, Benefit Plan Administrators, Benefit Plan Consultants, Business Owners, COOs, CEOs, and anyone interested in learning how to protect their retirement plan!


What do the Impending Changes to Estate Planning and Gifting Mean for You?

Webinar Description: Jeanie Hargrove (Brady Ware & Company) and Mike Moloney (Sebaly, Shillito & Dyer) give an informative review of the federal estate tax laws set to expire in 2012 and a discussion of solutions that could protect you.

Who Should Attend: Business owners, financial advisors, individuals with older family members, and anyone who wants to learn more about what can be done in 2012 to save transfer taxes.


Mergers & Acquisitions and Capital Markets Update

Webinar Description: Join Cliff Bishop (Brady Ware Capital) and Michael Booth (Sebaly, Shillito & Dyer) as they discuss the improving debt and equity markets and the sources of capital that are available for growing businesses.

Who Should Attend: Business Owners, CEOs and CFOs.


Business Succession Is a Process, Not a Plan

Webinar Description: Join us for the first in a series of in-depth coverage of the components needed to navigate the steps of a successful ownership transition.

Who Should Attend: Business Owners, CEOs and CFOs.


Employee Fraud: Prevention and Remedies

Webinar Description: A review of common fraud areas that occur in closely held businesses, how to prevent them and what your legal remedies are if you are a victim of fraud.

Who Should Attend: Business Owners and CFOs.

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Sources of Capital in Today’s Difficult Credit Environment

Webinar Description: Your bank tells you that they won't lend you any more money (or they want the money back that they have loaned to you). What do you do now? Despite a very difficult credit environment, there are other options to fund your business. Please join us for a discussion of the current state of the credit markets as well as other options for funding the capital needs of your business.

Who Should Attend: Business Owners, Controllers, and CFOs.


Choosing the Right Business Entity

Webinar Description: Should your business be a proprietorship, corporation, partnership, or some other entity? Each form has advantages and disadvantages. Business situations change, and so do tax laws. This time of year may be a good time to review your business's current structure to be sure it is still your best choice.

Who Should Attend: Business Owners, Controllers, and CFOs.