Sada Kempf, Senior PR Associate
MILWAUKEE, Wis. (May 11, 2011) – “Conquering New Disclosure Requirements: An Action Plan for Employee Benefit Administrators” is the title of a free online Webcast to be presented by Clifton Gunderson – ranked as one of the nation’s largest certified public accounting and consulting firms – on May 26, 2011. Join Employee Benefit Plan experts Terry Halfman and Mickie Murphy as they address new disclosure requirements and highlight an action plan to ensure compliance.
The one-hour Webcast will be presented on Thursday, May 26; at 1:00 p.m. Central Time (12:00 p.m. MST, 2:00 p.m. EST). Registration is required at http://www.cliftoncpa.com/Resources/Events/Details/294. For questions about the event, please contact Brittany Korth at (309) 495-8769 or [email protected]. One CPE credit is available.
After participating in this event, attendees will be able to:
* Define the evolving fair value reporting requirements, the responsibilities of plan management, and the considerations when analyzing investment options
* Recognize on new form 8955-SSA when a participant should be reported, what information you should report, and when the form should be filed
* Describe the fiduciary responsibility of employers under the new fee disclosure requirements
* Identify which plans are covered by the new fee disclosure requirements
* Develop an action plan to ensure compliance with all new disclosure requirements.
About our presenters:
Terry Halfman, CPA
Halfman has more than 19 years of experience assisting businesses with accounting and business issues. She is a regional specialist in managing employee benefit plan audit engagements and serves as a technical resource to numerous clients on issues related to benefit plans. Halfman’s background includes assisting clients on accounting issues, internal controls, the implementation of new accounting standards, financial reporting issues, acquisitions and operational issues relating to employee benefit plans.
Mickie Murphy, QPA, QKA, ERPA
Murphy has more than 25 years experience in the employee benefits field, providing administration, recordkeeping, compliance and government reporting for qualified retirement plans, including 401(k), profit sharing, pension and ESOP plans, as well as reporting and compliance for health and welfare plans.
About Clifton Gunderson
Clifton Gunderson, ranked as one of the nation’s largest certified public accounting and consulting firms and the largest U.S. member firm of HLB International, provides a wide range of assurance, tax and consulting services to clients in a variety of industries. Founded in 1960, Clifton Gunderson has a staff of more than 1,800 professionals serving clients from 47 offices across the country. Clifton Gunderson, and the separate and independent member firms of HLB International, provides personal and high quality service to clients in over 100 countries through the HLB International “Global Care” approach. For more information about Clifton Gunderson, visit http://www.cliftoncpa.com.