NONPROFIT
FINANCIAL GROUP OF THE TWIN CITIES
Gloria Dei Lutheran Church
700 South Snelling Avenue
Saint Paul, MN 55116
Thursday, February 23, 2012
8:00 a.m. - 10:00 a.m.
*Special Note* Please RSVP to nfg.admin@gmail.com by 2/17 if you plan to attend so we can order the proper amount of refreshments & handouts. Thanks!
Topic: Retirement Plans
Panel Guests:
· Becky Kehr, CPA - Manager at Eide Bailly LLP
· Mike Tschider, JD – Director of Consulting at Goldleaf Partners
· Jason Ashline – Account Representative at Mutual of America
Panel guests will speak briefly on a few key items related to 403(b) plans and the remaining time will be a question and answer panel discussion. Please come with questions for the panel!
Becky Kehr will speak briefly on common errors related to audits of qualified plans. Becky will review the most frequent errors noted during audits and discuss implications to the plan sponsor and fiduciaries. Becky is a manager at Eide Bailly LLP with more than eight years of public accounting experience. Becky specializes in employee benefit plan audits and provides internal training related to employee benefit plans. Becky holds degrees in Accounting and Finance from Minnesota State University, Mankato and Winona State University, Minnesota. In addition, Becky is a CPA and has obtained the Qualified 401(k) Administrator designation from the American Society of Pension Professionals and Actuaries (ASPPA).
The new world of 403(b) plans has resulted in nonprofits taking a fresh look at their program from an ERISA fiduciary perspective. Mike Tschider will speak briefly on fiduciary requirements that apply to 403(b) plans and offer insight into best practices for fiduciary governance. Mike joined Goldleaf Partners in 2010 as Director of Consulting. In this role, Mike brings over 10 years of retirement plan and employee benefits expertise to Goldleaf clients and strategic partners. Mike is also a frequent speaker on current developments and new legislation affecting retirement plans. Mike holds degrees in Accounting and Law from the University of North Dakota. In addition, Mike has obtained the Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA), and has completed coursework in the retirement services area from the American Bankers Association.
Jason Ashline will speak about how the Department of Labor (DOL) has issued fee disclosure rules pertaining to certain types of retirement plans. There has been increased scrutiny about the reasonableness and transparency of fees. Many plan sponsors are not aware of the true costs of their retirement programs, and participants are not sure of what they are paying for their investments. The presentation will review these issues. Jason Ashline assists employers in developing and implementing customized retirement plans. He joined Mutual of America in December, 2003, is a FINRA series 6 and 63 registered representative, and holds State Insurance licenses in Minnesota, Iowa, South Dakota, and North Dakota. Mr. Ashline holds the professional designation of Chartered Retirement Plans Specialist (CRPS).
Directions to Gloria Dei Church
FROM THE WEST: Go east on I-94 to the Snelling Avenue exit and go south a little over 2 miles. The church will be on your left just before Highland Parkway and the water tower.
FROM THE EAST: Go west on I-94 to the Snelling Avenue exit and follow directions above.
FROM THE SOUTH: Go north on I-35E to Highway 5 (West 7th Street), turn left (southwest) on W. 7th St, angle right (west) on Montreal Avenue (Highway 51), turn right (north) on Snelling Avenue. The church will be on the right just after Highland Parkway and the water tower.
Reply to nfg.admin@gmail.com by January 18th if you plan to attend. We would like to get an accurate count on meals and handouts needs (If you will not be attending, no reply is needed.)