Metz Lewis Brodman Must O'Keefe

Metz Lewis Brodman Must O'Keefe

Posted on March 15, 2013

There have been many changes to the way employee benefit plans are regulated and administered, especially for non-profit institutions. Please join our panel of employee benefits specialists and an investment professional for a special event covering the regulatory updates, best practices, and challenges involved in operating non-profit benefit plans. Presenters include:


Terry Connerton, Esq. -Member, Metz Lewis Brodman Must O’Keefe LLC

Arthur Hazen, AIFA® -Director of Retirement Plans, BPU Investment Management, Inc.

Richard Fischer, CPA – Partner, Louis Plung & Company, LLP


The program will cover the following topics and more:

  • What types of retirement plans may non-profits sponsor to provide retirement benefits for their employees?
  • What features may a 403(b) plan have to enhance benefits provided to executive and other employees?
  • When is a plan covered by ERISA, what responsibilities do ERISA fiduciaries have to that plan?
  • What is best practice for plan fiduciaries with regard to plan investments for participants?
  • When does a plan have to file Form 5500s and/or have a financial plan audit?
  • If there are compliance problems, how are they fixed?


Sheraton Station Square Hotel

Reflections Room

300 West Station Square Drive

Pittsburgh, PA 15219


RSVP by Friday, March 29 to Rachel Gawlas or 412-918-1116.

Print Friendly