CPA and Financial Advisor Quarterly Virtual Forum on Retirement Plans

Eventbrite Link: https://RetirementPlanForum2025Mar6.eventbrite.com

Zoom Link:

https://us06web.zoom.us/j/2642502750

Meeting ID: 2642502750

Attendees:

Financial Advisors and CPAs.

Benefit for attendees:

Learning about regulations and requirements for retirement plans so FAs and CPAs can present those issues to clients and prospective clients should help to retain clients and attract new ones. Also an opportunity for FAs to meet CPAs and CPAs to meet FAs so they can share ideas and refer business to each other.

If companies don’t follow the rules they expose themselves to fiduciary liabilities such as lawsuits from plan participants, government fines for mishandling funds or violating compliance rules such as following plan documents, improper discrimination testing, and more.

Topics:

• Recently released Retirement Plan limitations for the 2025 calendar year.
• New regulations that have come out in the last 3 months.
• New developments in the Automatic Enrollment mandate.
• New developments in various types of plan distributions.
• Tax Credits for start up administrative costs for setting up a plan, employer contributions to the plan, automatic enrolment.
• How we can help the FA with their investment review meeting that they have to do.

When:

Quarterly, held on the 1st Thursday of the month, from 12pm-1pm ET

Host:

Kevin Reynolds

President

EJ Reynolds, Inc.

Financial Services

Pembroke Pines, FL

linkedin.com/company/ejreynolds-inc-

ejreynoldsinc.com/member/kevin-p-reynolds/

[email protected]

O:954.431.1774 ext. 114

C:954.401.1744

Moderator:

Jeff Tockman, JD/MBA

Business Development Consultant

Owner, The Referral Navigator

TheReferralNavigator.com

LinkedIn.com/in/JeffTockman

[email protected]

561-922-9321 mobile/direct

Host or Publisher The Referral Navigator