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A Better Partnership


Apr 2012
April 24, 2012
Retirement Plan Seminar 2012

Tuesday, April 24, 2012
Somerset Inn, Troy
8 am Breakfast
8:30 - 10:30 am Presentation
Wednesday, April 25, 2012
The University Club, Grand Rapids
8 am Breakfast
8:30 - 10:30 am Presentation
Wednesday April 25, 2012
Kalamazoo Country Club, Kalamazoo
12 noon Lunch
12:30 - 2:30 pm Presentation

Please join BDO USA, LLP & Warner Norcross & Judd LLP for a complimentary, CPE qualified seminars.

The seminars will feature discussions relevant to plan sponsors, and is designed to provide attendees with the latest updates and changes impacting retirement plans. The seminars will include the following topics:
  • Understanding your role and exposure as a plan fiduciary
  • Update on current fee litigation
  • Final fee disclosure regulations
  • Allocations of revenue sharing and plan expenses to plan participants
  • How to fix common plan errors
  • ESOP strategy and issues
  • Non-qualified deferred compensation plans and Section 409A issues  

  • Robert Lavenberg, CPA, JD, LL.M., National Employee Benefits Practice Leader, BDO USA, LLP
  • Anthony J. Kolenic Jr., Partner, ERISA Attorney, Warner Norcross & Judd LLP (Grand Rapids & Kalamazoo)
  • Joan Vines, Compensation & Benefits Senior Director, BDO USA, LLP
  • Mary Jo Larson, Partner, ERISA Attorney, Warner Norcross & Judd LLP  (Troy)

2.0 CPE Credits in Accounting


Ashley Potts
616.802.3410 (Grand Rapids & Kalamazoo) 

Stephanie Rosenbaum, 
248.688.3318 (Troy)

NOTICE. Although we would like to hear from you, we cannot represent you until we know that doing so will not create a conflict of interest. Also, we cannot treat unsolicited information as confidential. Accordingly, please do not send us any information about any matter that may involve you until you receive a written statement from us that we represent you.

By clicking the ‘ACCEPT’ button, you agree that we may review any information you transmit to us. You recognize that our review of your information, even if you submitted it in a good faith effort to retain us, and even if you consider it confidential, does not preclude us from representing another client directly adverse to you, even in a matter where that information could and will be used against you.

Please click the ‘ACCEPT’ button if you understand and accept the foregoing statement and wish to proceed.



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