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ABC Meetings
January 2012_________________________________________________
Wednesday | January 25
ABC of New York
Controlled Groups, ASGs, Independent Contractors, and Multiple Employer Plans
S. Derrin Watson, APM
8:00 a.m. - 11:30 a.m.
The Association of the Bar
City of New York
42 W. 44th St
New York, NY
Thursday | January 26
ABC of Detroit
Retirement Plan Audits – What Everyone Should Know
Gabriel O’Keefe, CPA and Kimber Smail, CPA
11:30 a.m. - 2:00 p.m.
Radisson Hotel Detroit-Bloomfield Hills (Kingsley Inn)
39475 Woodward Ave.
Bloomfield Hills, MI 48304
(248) 644-1400
Tuesday | January 31
ABC of Greater Cincinnati
Handling Protected Benefits
Charles Lockwood, ASC Institute
7:30 a.m. - 10:30 a.m.
Metropolitan Club
50 E. River Center Blvd.
Suite 1900
Covington, KY 41011
Tuesday | January 31
ABC of South Florida
Advanced 401(k) Testing and Corrections
Robert M. Kaplan, CFP, CPC, QPA, APA
ING Retirement Services
February 2012_____________________________________________
Tuesday | February 14
ABC of North Florida
Compensation - Plan Design & Correcting Errors
Kevin L. Burch, J.D., LL.M.
Jacksonville Marriott – Southpoint | 4670 Salisbury Road | Jacksonville, FL 32256
11:30 a.m. - 2:00 p.m.
Tuesday | February 28
ABC of Greater Cincinnati
ERISA Fiduciary Provisions and EBSA Audit Issues
Metropolitan Club
50 E. River Center Blvd.
Suite 1900
Covington, KY 41011
March 2012_________________________________________________
Thursday | March 29, 2012
ABC of the Great Northwest
Topic TBD
11:45 a.m.
Seattle Yacht Club
Friday | March 30
ABC of South Florida
Participant Fee Disclosure – Ready or Not Here it Comes
Craig Hoffman, APM
General Counsel/Director of Regulatory Affairs | ASPPA