Mike Swallow, Senior Vice-President and Senior Retirement Plan Consultant, CBIZ Retirement Plan Services to Speak at KC’s Significant Issues for 403(b) Plans in 2013

New York, NY, July 11, 2013 --(PR.com)-- The Knowledge Group/The Knowledge Congress Live Webcast Series, the leading producer of regulatory focused webcasts, has announced today that Mike Swallow, Senior Vice-President and Senior Retirement Plan Consultant, CBIZ Retirement Plan Services will speak at the Knowledge Congress’ webcast entitled: “Significant Issues for 403(b) Plans in 2013.” This event is scheduled for September 25, 2013 from 12:00pm – 2:00pm (ET).

For further details, please visit: http://www.knowledgecongress.org/event_2013_Significant_Issues_403.html

About Mike Swallow

Mr. Swallow's designations include the Chartered Financial Analyst (CFA), Certified Public Accountant (CPA) and the Accredited Investment Fiduciary® (AIF®) which is awarded by the Center for Fiduciary Studies. Mike is a policy member of The Investment Fiduciary Leadership Council (IFLC), a national organization that promotes fiduciary excellence within the corporate, public pension and university endowment communities. Mike is responsible for developing and implementing CBIZ's proprietary fiduciary risk management process known as The CBIZ Fiduciary Risk Manager™ which was established to help individuals manage the personal liability associated with being a Fiduciary to a qualified plan. Mr. Swallow and his team have been recognized by PlanSponsor.com as one of the "Best of the Best" retirement plan advisory teams in the country. Mike is a thought leader in the 403(b) industry and frequently speaks on topics related to 403(b) retirement plans. He has appeared in front of senators in Illinois and Ohio as an advocate for participants of 403(b) plans. Mike has also been a speaker at conferences sponsored by TIAA-CREF, SHRM and the Ohio Society of CPA's, among others. Prior to joining CBIZ, Mike worked in the audit practice of Ernst & Young, LLP. Mike graduated with honors from John Carroll University.

About CBIZ Retirement Plan Services

As one of the nation’s largest 403(b) consultants, CBIZ has specific knowledge, training and experience related to 403(b) retirement plans. As independent, objective advisors, CBIZ consultants aren't interested in selling you a product or a fund. CBIZ simply offers services that are designed to improve your retirement plan. This type of focus on results for their clients has earned CBIZ accolades, such as being ranked "Best of the Best" by PLANSPONSOR magazine.

Event Synopsis:

This two-hour Live webinar will offer a refresher and updates for HR professionals, employee benefits specialists, plan sponsors and administrators on the significant issues surrounding 403(b) plans. The Knowledge Group is assembling a panel of distinguished experts and thought leaders to help you get ahead of the curve to avoid potential pitfalls for you and your clients. They will discuss:

• Overview of the 403(b) Plan
• Fiduciary Responsibilities
• Challenges and Strategies to Terminate a 403(b) Plan
• Transparency in 403(b) Plan Fees
• New IRS Rule on Fixing 403(b) Plan Mistakes
• New 403(b) Pre-Approved Plan Program in IRS Revenue Procedure 2013-22
• Tax Law Changes and Regulatory Updates and Their Impact on the Design and Implementation of 403(b) Plan

About The Knowledge Group, LLC/The Knowledge Congress Live Webcast Series

The Knowledge Congress was established with the mission to produce unbiased, objective, and educational live webinars that examine industry trends and regulatory changes from a variety of different perspectives. The goal is to deliver a unique multilevel analysis of an important issue affecting business in a highly focused format. To contact or register to an event, please visit: www.knowledgecongress.org.