Paul McEwan, CPA, MTax, AIFA, Principal, Director of Benefit Plan Services, Rea & Associates, Inc. to Speak at TKG’s Event
New York, NY, March 29, 2017 --(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: “Embracing the Future of 401k Retirement Plans: Developments Uncovered! Live Webcast.” This two-hour event is scheduled on April 25, 2017 at 3:00 PM - 4:00 PM ET.
For further details, please visit: https://theknowledgegroup.org/event-homepage/?event_id=1678
About Paul McEwan
With nearly 30 years of accounting industry experience, Paul McEwan, CPA, MTax, AIFA, is a principal and the director of retirement plan services at Rea & Associates. He leads the firm’s retirement plan consulting and administration services team and consults with clients on best practices related to the governance of their qualified retirement plans. Paul also partners with investment advisors to help them build their retirement plan practices and serve their mutual clients. He earned a bachelor’s degree in accounting from The Ohio State University, and a master’s degree in taxation from the University of Akron. He also holds the Accredited Investment Fiduciary Analyst designation from FI360, an organization whose mission is to help financial intermediaries use prudent fiduciary practices to profitably gather, grow, and protect investors' assets. Paul can be reached at paul.mcewan@reacpa.com.
About Rea & Associates, Inc.
Rea & Associates, Inc. is a Top 100 CPA and consulting firm with nearly 250 professionals in 11 offices across Ohio. Since 1938, Rea has provided a wide range of tax, accounting & consulting services to closely held businesses and individuals throughout the Midwest. Rea serves clients in the construction, government, healthcare, manufacturing, oil & gas and not-for-profit industries. To learn more about Rea, please visit ReaCPA.com.
Event Synopsis:
401(k) plans have been a powerful tool for employees to efficiently prepare and save for their retirement. However, in many cases, employees fail to recognize the benefits of these tax-advantaged plans. Progressive plan sponsors are addressing this issue directly by implementing innovative plan designs based on recent research in the field of behavioral finance. The result of these changes is an employee group that is more educated and engaged and which is more productive in the workplace and likely to remain with their employer longer.
In addition to improving employee participation, plan sponsors need to implement best practices in plan management in order to manage plan costs and provide optimal investment results for participants. Implementing good plan governance processes also helps to document compliance with Department of Labor rules and regulations.
In this live webcast, a two distinguished professionals and thought leaders organized by The Knowledge Group will provide the audience with an overview of the latest trends and critical issues with respect to 401k Retirement Plans. Speakers will also offer best practices in developing and implementing risk mitigation strategies while ensuring compliance with applicable laws.
Some of the major topics that will be covered in this course are:
401(k) Retirement Plans – An Overview of What’s Working and What’s Not
Latest Plan Design Trends
Risk Mitigation Strategies through Best Practices in Plan Governance
Legislative and Case Law Updates
Possible Implications on Plan Fiduciaries, Sponsors and Participants
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=1678
About Paul McEwan
With nearly 30 years of accounting industry experience, Paul McEwan, CPA, MTax, AIFA, is a principal and the director of retirement plan services at Rea & Associates. He leads the firm’s retirement plan consulting and administration services team and consults with clients on best practices related to the governance of their qualified retirement plans. Paul also partners with investment advisors to help them build their retirement plan practices and serve their mutual clients. He earned a bachelor’s degree in accounting from The Ohio State University, and a master’s degree in taxation from the University of Akron. He also holds the Accredited Investment Fiduciary Analyst designation from FI360, an organization whose mission is to help financial intermediaries use prudent fiduciary practices to profitably gather, grow, and protect investors' assets. Paul can be reached at paul.mcewan@reacpa.com.
About Rea & Associates, Inc.
Rea & Associates, Inc. is a Top 100 CPA and consulting firm with nearly 250 professionals in 11 offices across Ohio. Since 1938, Rea has provided a wide range of tax, accounting & consulting services to closely held businesses and individuals throughout the Midwest. Rea serves clients in the construction, government, healthcare, manufacturing, oil & gas and not-for-profit industries. To learn more about Rea, please visit ReaCPA.com.
Event Synopsis:
401(k) plans have been a powerful tool for employees to efficiently prepare and save for their retirement. However, in many cases, employees fail to recognize the benefits of these tax-advantaged plans. Progressive plan sponsors are addressing this issue directly by implementing innovative plan designs based on recent research in the field of behavioral finance. The result of these changes is an employee group that is more educated and engaged and which is more productive in the workplace and likely to remain with their employer longer.
In addition to improving employee participation, plan sponsors need to implement best practices in plan management in order to manage plan costs and provide optimal investment results for participants. Implementing good plan governance processes also helps to document compliance with Department of Labor rules and regulations.
In this live webcast, a two distinguished professionals and thought leaders organized by The Knowledge Group will provide the audience with an overview of the latest trends and critical issues with respect to 401k Retirement Plans. Speakers will also offer best practices in developing and implementing risk mitigation strategies while ensuring compliance with applicable laws.
Some of the major topics that will be covered in this course are:
401(k) Retirement Plans – An Overview of What’s Working and What’s Not
Latest Plan Design Trends
Risk Mitigation Strategies through Best Practices in Plan Governance
Legislative and Case Law Updates
Possible Implications on Plan Fiduciaries, Sponsors and Participants
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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