Avoiding, Preventing and Resolving Costly 401(k) Plan Errors Webinar



Would you like to learn more about common errors identified during 401(k) plan audits and how to prevent them? Do you want to know how to correct these mistakes and the potential costs? 

If you answered yes to any of these questions, join professionals from DHG's Employee Benefit Plan Audit and Retirement Planning Services Groups as well as DHG Wealth Advisors for a discussion on typical errors and why they occur, how to correct them and planning for the future.

During the webinar we will cover:

  • Common 401(k) Plan Errors and Prevention Techniques
  • Methods for Correcting Common Errors
  • Costs Associated with Error Correction
  • Fiduciary Best Practices for Plan Investments and Expenses

For questions or for more information, please contact Mandye Ring at mandye.ring@dhg.com or 703.970.0521.

Speaker and Presenter Information

William C. Bridgeman CRPC/ Financial Advisor

 

Spartanburg, SC native Billy Bridgeman comes to DHGWA from a major securities firm, where he started his second career after successfully owning and selling a regional textile chemical company. In late 2010 he launched the DHG Wealth Advisors office in Spartanburg. Here clients benefit from Billy’s experience in wealth management and his background in financial planning. Billy graduated with a BS in Chemistry from East Tennessee State University. He holds the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning. 

 

 

Jennie Muniz, Assurance Senior Manager, DHG

 

Jennie is an assurance senior manager in the Jacksonville office with 13 years of public accounting experience including service with an international accounting firm prior to joining DHG. She also has significant employee benefit plan audit experience currently serving more than 50 plans annually, which include 11-K filings, defined contribution, defined benefit, and ESOP plans.

Jennie had the honor of being selected as one of Northeast Florida’s ’40 under 40’ by the Jacksonville
Business Journal for 2013 as well as one of the top 26 CPAs under 36 in the State of Florida by the FICPA.

 

Stacie Newnam, Assurance Senior Manager, DHG

 

https://www.linkedin.com/in/stacie-newnam-cpa-a6891bb3/?mkt_tok=eyJpIjoiWkRrMll6aGpZMlEwT0dReSIsInQiOiJQN1RGRkMydUt2cVRoOUFKQXNQaEJ6MVdMUFlYdUp5dm05eDZIWkVwWU9mUUFvYkkrcVVsY3c4WVFKQXBFMXNHQ1JYOWFqU2Z1VjhrTkJWMkZlS0tpa1FWNUN4V2ZaUytVYVNaeTJaQjRoR084TXh2dElaajNOS1VLblh2V2NBSyJ9

 

Relevant Government Agencies

Federal Government


Event Type
Webcast


This event has no exhibitor/sponsor opportunities


When
Thu, May 9, 2019, 11:00am - 12:00pm ET


Cost
Complimentary:    $ 0.00


Website
Click here to visit event website


Organizer
Dixon Hughes Goodman


Contact Event Organizer



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