EFPR Group Companies

For over 60 years, our knowledgeable and experienced team of CPAs and business consultants have been serving individuals and businesses in Western New York and around the nation.

Event – The New Normal: What Every Retirement Plan Fiduciary Needs to Know About Today’s Hostile Regulatory Environment

You are invited to join us for breakfast and an educational seminar on the threats to retirement plan fiduciaries and the top ways to reduce your fiduciary exposure.

As a retirement plan sponsor, you cannot read a benefits related publication without the headlines reporting another lawsuit by the Department of Labor or plan participants against a retirement plan’s fiduciaries. This “new normal” is affecting all employers small and large plans – private business and nonprofit organizations; 401(k) and 403(b) plans. How do you successfully manage your plan in this environment?

EFPR Group and Beltz Ianni & Associates have joined together to bring you a 90 minute presentation on the latest issues facing retirement plan sponsors and fiduciaries. The presentation will provide you with a guide to managing your fiduciary responsibilities.

Don’t miss this highly informative discussion.

Date: Wednesday, November 2, 2016

Time: 8:00-8:30 AM Registration and Breakfast; 8:30-10:00 AM Presentation

Location: Locust Hill Country Club 2000 Jefferson Road Pittsford, NY 14534

Speaker: Eric Paley, Esq. is a partner in Nixon Peabody. He is a member of their Employee Benefits team and practice group co-leader of the Labor & Employment practice group. He advises clients on how to comply with the laws governing their employee benefits programs. He spends a significant amount of time working with clients on ERISA fiduciary compliance–helping them establish or reconstitute their retirement plan committees; advising them on whether to engage a third-party investment consultant; and educating boards, officers and committee members on the rapidly changing legal landscape in which they operate.

Bob Judd is managing partner for Beltz Ianni & Associates, LLC, and leads their Retirement Plan Consulting Team as they work to ensure plan sponsors have the right processes and fiduciary protections in place to reduce business risk. Bob has spent over 25 years in the retirement plan industry. Before joining Beltz Ianni & Associates he was the President of EPIC Advisors, Inc., a national record-keeper and third party administrator.

Hosts: Mario Di Luigi, CPA, EFPR Group, and Bob Judd, CEBS, CPFA, Beltz Ianni & Associates

RSVP: Seats are limited. To attend this free, informative seminar, you must register by October 28. Please call Alyssa Becker at 585-295-0519 or email ABecker@EFPRgroup.com

Securities and investment advisory services offered through Cadaret, Grant & Co., Inc. (One Lincoln Center, Syracuse, NY 13202 315.471.2191), member FINRA/SIPC. Beltz Ianni & Associates and Cadaret, Grant are separate entities.

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