Top 10 Governance & Operational Issues for Your Defined Contribution Plan

Join our panel of experts for a discussion of the Top 10 Governance & Operational Issues for Your Defined Contribution Plan. Learn what to know before the auditors knock on your door. Highlights include:

  • ERISA fiduciary best practices
  • Practical insights from recent lawsuits
  • Common operational errors
  • Self-correction strategies

Postcard FINAL Insero_Page_1

Click Here for More Information and Registration

When: Thursday, April 30, 2015, 7:30 AM, Breakfast/Networking, 8:00 AM – 10:00 AM, Panel Discussion (Add to Calendar)
Where: Country Club of Rochester, 2935 East Avenue, Rochester, NY 14610
Cost: Free of Charge. Registration Required.
Panelists: Leslie Whitney, AIF, Fiduciary Investment Advisors, Jennifer Martlew, CPA, CFE, Insero & Company CPAs, P.C., Christian Hancey, Esq. and Eric Paley, Esq., Nixon Peabody.

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Rochester-based Insero & Co. CPAs is one of the largest accounting and business advisory practices in New York State, with five locations and more than 125 employees. A full-service public accounting firm, Insero provides attest, tax, and consulting services to corporations, individuals, government agencies, colleges and universities, not-for-profit organizations and businesses ranging from privately held family businesses to multi-national corporations. These clients represent many industries, including service, manufacturing, distribution, high-tech, telecommunications, education, social services, and real estate. For more information, visit

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