Sensiba San Filippo and EPIC Insurance Brokers & Consultants invite you to a panel discussion. Bring your questions and leave with answers, as our experienced advisors Suki Mann, Audit Partner at Sensiba San Filippo, and Bob Carrington, Vice President of Employee Benefits at EPIC, lead discussions surrounding the best practices in managing 401Ks and medical plans as well as the strategies, tools, and results of the leading edge plans in the market.
Discussion topics include:
• The biggest misconceptions of 401K plan sponsors
• How to break the cycle of managing health plans from habit – not strategy
• Some of the common pitfalls found during DOL and IRS examinations
• How can sponsors correct previous mistakes and become compliant
Space is limited, please register today.
Tuesday, April 2, 2019
8:00 a.m. – 8:30 a.m. PDT – Registration & Continental Breakfast
8:30 a.m. – 10:00 a.m. PDT – Seminar
Roundhouse Bishop Ranch
2600 Camino Ramon, San Ramon, CA 94583
Bob Carrington, CEBS
Vice President, Employee Benefits
EPIC Insurance Brokers & Consultants
Suki Mann, CPA
Sensiba San Filippo LLP
If you have any questions, please contact Jaime Rodriguez at firstname.lastname@example.org.
Click here to register.