WEBINAR

Issues Affecting Private Schools: “Preparing for an Audit of your 403(b) Employee Plan”

As part of Loeb & Troper LLP's continuing commitment to provide business managers of private schools with updates essential to succeed, we are pleased to present our first in a series of 2010 webinars we have developed specifically for the private school industryis pleased to present this essential webinar:  "Preparing for an Audit of your 403(b) Employee Plan".  This essential webinar integrates our significant knowledge of the issues unique to the private school industry with our expertise in preparing for 403(b) employee plan audits. This session will include:

• Audit requirements and key definitions
• Best practice planning approaches for a 403(b) audit
• Key focus areas: internal controls; investments; plan contributions; payments to participants; as well as participant loans
• Audit scope and approach

This complimentary session will include a 45-minute presentation followed by a 15-minute Q&A session.

Speakers:
Joseph R. Blatt, CPA, Partner,
Private Schools Practice Leader

Harold Gelernter, CPA, Executive Partner, 
Firm's Partner Designee to the AICPA Employee Benefit Plan Audit Quality Center 
 
Format:
Webinar

Audience:
Business Managers, Head Masters, CFOs

Date:
Tuesday, May 11, 2010

Start Time:
12:00 p.m. (EST)

End Time:
1:00 p.m. (EST)

   
If you have any questions, feel free to contact Blanca Piure at 212-697-3000 (ext. 165) or bpiure@loebandtroper.com.

Events

Loeb & Troper's 26th Annual Special Needs Conference - September 21, 2010 
Learn More
Loeb & Troper Webinar - Issues Affecting Private Schools: "Preparing for an Audit of 403(b) Employee Plan" - May 11, 2010 
Learn More