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Events

Events

Past Events

Retirement Plan Beneficiary Designations: Making Sure Assets End Up Where You and Your Client Want Them
When: April 30, 2026
Location: 38th Annual RPTE National CLE Conference
People: David A. Guadagnoli
Legal and Regulatory Update
When: May 21, 2025
Location: Massachusetts Society of CPAs
People: David A. Guadagnoli and Amy E. Sheridan
Basics of Retirement Plans & Executive Compensation
When: April 2, 2025
Location: Fidelity Rhode Island
People: David A. Guadagnoli and Amy E. Sheridan
Diving into the Alphabet Soup: EPCRS, VFCP and DFVC
When: March 25, 2025
Location: ASPPA, New England Chapter
People: David A. Guadagnoli
Employee Benefit Plan Virtual Conference
When: May 22, 2024
Location: Massachusetts Society of CPAs (MassCPAs)
People: David A. Guadagnoli and Amy E. Sheridan
EPCRS Expansion – Helping Plan Sponsors Stay Compliant
When: May 15, 2024
Location: 2024 ASPPA Spring Conference
People: David A. Guadagnoli
ERISA & Tax Considerations for Family-Forming Benefit Plans
When: May 7, 2024
Location: ABA Joint Committee on Employee Benefits and the American College of Employee Benefits Counsel CLE online program
People: Amy E. Sheridan
Discover the Future of Retirement Plans
When: September 7, 2023
Location: New England Chapter of the ASPPA
People: David A. Guadagnoli
Legal and Regulatory Update
When: May 24, 2023
Location: Massachusetts Society of CPAs
People: David A. Guadagnoli and Amy E. Sheridan
Demands on Caretakers: From COVID to Now
When: March 15, 2023
Location: Women in Total Rewards Breakfast
People: David A. Guadagnoli
Key Info IP Lawyers Need To Know About Their Own and Their Client’s Retirement & Deferred Compensation Arrangements
When: December 12, 2022
Location: American Bar Association
People: David A. Guadagnoli
Legal and Regulatory Update
When: May 25, 2022
Location: Massachusetts Society of CPAs
People: David A. Guadagnoli and Amy E. Sheridan
Correcting Common Errors in Plans
When: May 25, 2022
Location: Massachusetts Society of CPAs
People: David A. Guadagnoli and Amy E. Sheridan
EPCRS – Latest Changes and Using the Program
When: May 4, 2022
Location: 2022 ASPPA Spring National Virtual Conference
People: David A. Guadagnoli
Compliance Basics: Health, Welfare and Retirement Benefits
When: February 16, 2022
Location: New England Employee Benefits Council (NEEBC)
People: David A. Guadagnoli
EPCRS, VFCP and DFVC: An Alphabet Soup of Correction Programs
When: November 9, 2021
Location: International Society of Certified Employee Benefits Specialists - Webinar
People: David A. Guadagnoli
Advanced Basics: Retirement & Welfare Benefits To Boost Your Business
When: September 28, 2021
Location: New England Employee Benefits Council (NEEBC)
People: David A. Guadagnoli and Amy E. Sheridan
Post-Pandemic Benefits Issues
When: August 19, 2021
Location: American Bar Association, Webinar
People: David A. Guadagnoli
Legal and Regulatory Update
When: May 18-19, 2021
Location: Employee Benefit Plan Virtual Conference
People: David A. Guadagnoli and Amy E. Sheridan
Compensation and Distribution Issues: A Deep Dive for Retirement Plan Auditors
When: March 18, 2021
Location: New York Society of CPAs - Webinar
People: David A. Guadagnoli