Paul McEwan, CPA, MTax, AIFA, Principal, Director of Benefit Plan Services, Rea & Associates, Inc. to Speak at TKG’s event
New York, NY, October 11, 2016 --(PR.com)-- The Knowledge Group/The Knowledge Congress Live Webcast Series, the leading producer of regulatory focused webcasts, has announced today that Paul McEwan, CPA, MTax, AIFA, Principal, Director of Benefit Plan Services, Rea & Associates, Inc. will speak at the Knowledge Group’s webcast entitled: “New Developments in Investment Plans and Related Fiduciary Duties Live Webcast.” This event is scheduled for November 17, 2016 from 3:00pm – 5:00pm (ET).
For further details, please visit: https://theknowledgegroup.org/event-homepage/?event_id=1874
About Paul McEwan, CPA, MTax, AIFA
With nearly 30 years of accounting industry experience, Paul McEwan, CPA, MTax, AIFA, is a principal and the director of benefit plan services at Rea & Associates. He leads the firm’s retirement plan consulting and administration services team and consults with clients on fiduciary best practices related to their qualified retirement plans. Paul also helps clients improve the retirement readiness of their employees through effective plan design and partners with investment advisors to build their retirement plan practices. He holds a bachelor’s degree in accounting from The Ohio State University, and a master’s degree in taxation from the University of Akron. Paul can be reached at 330-339-6651 or paul.mcewan@reacpa.com.
About Rea & Associates, Inc.
Rea & Associates, Inc. is a Top 100 CPA and consulting firm with nearly 240 bright professionals in 11 offices throughout Ohio. Since 1938, Rea has provided a wide range of accounting services to businesses, individuals with means and those with dreams. Today, the firm is the go-to resource for thousands of businesses and individuals nationwide. Rea offers a brighter way to its clients in the construction, government, healthcare, manufacturing, oil & gas and not-for-profit industries – as well as family businesses – through innovative accounting, audit, tax and consulting services. For more information about Rea & Associates, please call 614.889.8725 or visit www.reacpa.com.
Event Synopsis:
On May 18, 2015 in Tibble v. Edison International, the Supreme Court found that plan fiduciaries have an ongoing fiduciary obligation under the Employee Retirement Income Security Act (ERISA) to monitor plan investments, a duty separate and apart from the fiduciary’s duty to be careful and sensible when first selecting plan investments. After a year, the US Labor Department (DOL) has released its fiduciary regulatory package which requires financial advisers and brokers handling individual retirement and 401(k) accounts to act in the best interests of the retirement investors, commonly called the fiduciary or conflict of interest rule. Under these changes, the final rule extends the scope of ERISA to vast segments of the retirement market that did not exist at the time of ERISA’s adoption.
In this two-hour Live webcast, a panel of key thought leaders and practitioners assembled by The Knowledge Group will provide the audience with an overview of the fiduciary fundamentals and will discuss the latest developments in DOL’s recently released fiduciary regulatory package. Speakers will also offer guidance on how to avoid common pitfalls and risks, and review key challenges and updates that plan fiduciaries should know.
Topics to be covered in this course include:
Fundamental and Functional Fiduciary Issues
Risks that Plan Fiduciaries Face under ERISA
Conflict of Interest Regulation
Tibble v. Edison International
Compliance and Best Practices
About The Knowledge Group /The Knowledge Congress Live Webcast Series
The Knowledge Group 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 for an event, please visit: http://theknowledgegroup.org/
For further details, please visit: https://theknowledgegroup.org/event-homepage/?event_id=1874
About Paul McEwan, CPA, MTax, AIFA
With nearly 30 years of accounting industry experience, Paul McEwan, CPA, MTax, AIFA, is a principal and the director of benefit plan services at Rea & Associates. He leads the firm’s retirement plan consulting and administration services team and consults with clients on fiduciary best practices related to their qualified retirement plans. Paul also helps clients improve the retirement readiness of their employees through effective plan design and partners with investment advisors to build their retirement plan practices. He holds a bachelor’s degree in accounting from The Ohio State University, and a master’s degree in taxation from the University of Akron. Paul can be reached at 330-339-6651 or paul.mcewan@reacpa.com.
About Rea & Associates, Inc.
Rea & Associates, Inc. is a Top 100 CPA and consulting firm with nearly 240 bright professionals in 11 offices throughout Ohio. Since 1938, Rea has provided a wide range of accounting services to businesses, individuals with means and those with dreams. Today, the firm is the go-to resource for thousands of businesses and individuals nationwide. Rea offers a brighter way to its clients in the construction, government, healthcare, manufacturing, oil & gas and not-for-profit industries – as well as family businesses – through innovative accounting, audit, tax and consulting services. For more information about Rea & Associates, please call 614.889.8725 or visit www.reacpa.com.
Event Synopsis:
On May 18, 2015 in Tibble v. Edison International, the Supreme Court found that plan fiduciaries have an ongoing fiduciary obligation under the Employee Retirement Income Security Act (ERISA) to monitor plan investments, a duty separate and apart from the fiduciary’s duty to be careful and sensible when first selecting plan investments. After a year, the US Labor Department (DOL) has released its fiduciary regulatory package which requires financial advisers and brokers handling individual retirement and 401(k) accounts to act in the best interests of the retirement investors, commonly called the fiduciary or conflict of interest rule. Under these changes, the final rule extends the scope of ERISA to vast segments of the retirement market that did not exist at the time of ERISA’s adoption.
In this two-hour Live webcast, a panel of key thought leaders and practitioners assembled by The Knowledge Group will provide the audience with an overview of the fiduciary fundamentals and will discuss the latest developments in DOL’s recently released fiduciary regulatory package. Speakers will also offer guidance on how to avoid common pitfalls and risks, and review key challenges and updates that plan fiduciaries should know.
Topics to be covered in this course include:
Fundamental and Functional Fiduciary Issues
Risks that Plan Fiduciaries Face under ERISA
Conflict of Interest Regulation
Tibble v. Edison International
Compliance and Best Practices
About The Knowledge Group /The Knowledge Congress Live Webcast Series
The Knowledge Group 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 for an event, please visit: http://theknowledgegroup.org/
Contact
The Knowledge Group
Thomas LaPointe, Jr., Executive Director
646-844-0200
www.theknowledgegroup.org
Therese Lumbao, Director
Account Management & Member Services
tlumbao@knowledgecongress.org
Thomas LaPointe, Jr., Executive Director
646-844-0200
www.theknowledgegroup.org
Therese Lumbao, Director
Account Management & Member Services
tlumbao@knowledgecongress.org
Contact
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