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June 13, 2019

CCPA June Lunch Meeting
June 13, 2019
11:30 AM - 3:30 PM
Marriott BWI
1743 West Nursery Road
Linthicum Heights, MD 21090
http://www.marriott.com/hotels/travel/bwiap-bwi-airport-marriott/
June Meeting

$45.00 Paid Members
$55.00 after 11:45 pm June 7

$60.00 Non Member Ticket
$70.00 after 11:45 pm June 7

Join us for our June Lunch Meeting on June 13, 2019!

Approved for 2 RCH!

Topic: Payroll and Administering 401(k) and 403(b) - The 10 Things You May Be Doing Wrong (or doing right)

Speaker: Jania Stout

 

 Summary:

The 10 Things You May Be Doing Wrong (or doing right )!

  • Administering 401(k) and 403(b) plans are dependent on payroll.  Hear more about the “gotchas” when it comes to a retirement plan.
  • Fiduciary liability best practices
  • What do auditors look for when they come in to audit a retirement plan?  Learn how to stay out of trouble!
  • Good governance around your retirement program is one of the best ways to protect yourself as fiduciaries and plan administrators.  Hear more about the best practices around governance from a National recognized expert on the topic.

 

Bio:

Jania Stout, Managing Director, Co-Founder of Fiduciary Plan Advisors at HighTower, brings over 22 years of experience in ERISA plan consulting to her role as Practice Leader. Her team advises over 3 billion in retirement plan assets covering over 100,000 employees. She was named the 2016 Plan Adviser of the Year by Plan

Sponsor Magazine and is currently the President Elect for National Association of Plan Advisors (NAPA). Jania spent the first half of her career working at two of the biggest recordkeepers in the industry. She was a Senior Account Executive at Fidelity prior to becoming an independent advisor. While at Fidelity, Jania advised on retirement plan solutions for mid-market companies. Jania gained tremendous exposure to the challenges plan sponsors face and their need to have a fiduciary partner.

Ms. Stout has been very involved with NAPA over the past decade. The Council is charged with setting the strategic direction and making policy decisions on all matters related to NAPA’s mission. Ms. Stout was asked to testify in front of Congress in the summer of 2017 to speak as a Retirement Expert. She has also met with the DOL in the Spring of 2016 to provide her thoughts and opinions about the pending (at the time) Fiduciary Regulation. Jania has been featured in the Washington Post, Investment News, Benefits Magazine, RIA Biz and Plan Sponsor Magazine. Her team won one of the most prestigious awards in the industry in 2013; the 401(k) Advisor Leadership Award sponsored by National Association of Plan Advisors (NAPA). She is a regular speaker at the Plan Sponsor National Conference.

 

AGENDA: 11:15 - 11:45 Registration
  11:45 - 12:00  Chapter Business
  12:00 - 12:45  Lunch / Networking 
  12:45 - 2:15         Jania Stout; the 10 things you May be doing Wrong or not Right!
  2:15 - 2:30 Q and A
  2:30 - 2:45 Closing and door prizes 

TBD Recertification Credit Hours (RCH) will be awarded to CPP and FPC professionals for this meeting.

Charm City Payroll Association registration and cancellation policy: Meeting registrations are transferable to other employees at the same company as the original registrant, provided advance notification is provided to the CCPA by clicking here. Cancellations are allowed up to the deadline for the early registration date and are subject to a cancellation fee of $10.00. Cancellations after this date are not refundable and the full cost of the event is due.  All refunds are issued by check from the CCPA made out to to the original registering party.

Notes regarding the registration process on our web site: 

  1. In order to register for our meetings you must be registered with and logged into our web site.  Click here if you wish to register with our site. 
  2. You can register others for the meeting by selecting the desired number of Member or Non-Member tickets.  Paid members may purchase tickets for members or non-members.  Non-members may only purchase non-member tickets.
  3. If you're a member registering other members, once you've selected your tickets, use the drop down to select the member(s) you want to register.  By default, your name will populate for each ticket .  The list is sorted alpha by last name.
  4. For non-members, type in the name and email address (optional) of each attendee.
  5. Once you've selected (or typed in) your attendees, click "Continue" to complete your payment.
  6. Each attendee will receive a registration confirmation email.

 

   Charm City Payroll Association is an affiliated local chapter of the American Payroll Association. Learn more about APA at www.americanpayroll.org

Future Meetings

June 13, 2019

CCPA June Lunch Meeting

June 13, 2019
11:30 AM - 3:30 PM

Marriott BWI
1743 West Nursery Road
Linthicum Heights, MD 21090
http://www.marriott.com/hotels/travel/bwiap-bwi-airport-marriott/

June Meeting
 

June 22, 2019

2019 CPP/FPC Review Course

June 22, 2019
9:00 AM - 1:00 PM

Courtyard by Marriott Baltimore BWI
1671 W. Nursery road
Linthicum Heights, MD 21090
https://www.marriott.com/hotels/travel/bwica-courtyard-baltimore-bwi-airport/

2019