WNDE Partner to be Featured Speaker at Southern California Fiduciary Summit

By:  |  Category: Blog Sunday, February 11th, 2018  |  No Comments
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Mike Glaab, CPA, an audit and assurance partner with WNDE, will be a featured speaker at the 2018 Southern California Fiduciary Summit on Thursday, March 22, 11 a.m. – 3:30 p.m. at the Water Grill South Coast Plaza, 3300 Bristol Street, Costa Mesa. As part of a professional panel at the Summit, he will discuss common mistakes and audit issues, and offer recommendations for sponsors and fiduciaries to meet fiduciary responsibility.

Mike has worked with the firm since 2004. He holds a Bachelor of Science degree in Accounting from Chapman University, and received his CPA designation in 2006. Mike also holds an AICPA Advanced Defined Contribution Plans Audit Certificate.

The Summit is part of the national Retirement Plan Road Show series, providing industry leading fiduciary updates on regulations, compliance and thought leadership. At the Summit, topics of discussion will include:

• What Every Fiduciary Needs to Know
• Ask the Experts – Local & National Professional Panel
• Key Industry Trends Panel
• Maximizing Participant Outcomes
• RFP Best Practices
• DOL Fiduciary Rule Update – How Does It Affect You as a Plan Sponsor?
• Through The Eyes of a Former Senior DOL Investigator
• Financial Wellness – Next Generation Solutions

401(k), 403(b), and Retirement Plan Sponsors will be among the participants at the Summit, an educational workshop for finance, human resource and benefit executives, business owners and fiduciaries to discuss retirement plan best practices and strategies. To register for the Summit, click here. The $150 registration fee is waived for WNDE clients and guests when using code WNDE18.

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