Event: Executive Roundtable-Employee Retirement Plans

May 1, 2011

Roundtable Topic:

Employee Retirement Plans

When: Friday, May 13, 2011  8 AM- 10 AM  (Continental Breakfast is included)

Where: Board Room- Meyers Brothers Kalicka,

                330 Whitney Ave.  8th Floor

                Holyoke, MA

Details:  Senior Manager Jim Krupienski, CPA from Meyers Brothers

Kalicka, P.C. will provide an overview of best practices in retirement plan

administration, as well as the common errors and pitfalls to avoid. There has been much emphasis place on compliance by the Department of Labor, and the exposure surrounding non-compliance of employee benefit plan regulations can be significant. Jim will also present an overview of employee benefit plans, the audits that are mandated for plans with over 100 eligible participants, as well as tips for preparing for these audits.

To reserve your place at the table contact:  

Brenda Olesuk at 413-322-3498, or bolesuk@mbkcpa.com

About the Executive Roundtable:   Sponsored by the the Employers Association of the Northeast and hosted by Meyers Brothers Kalicka, the  Finance and Business Executives Roundtable is held the second Friday of each month.  All are welcome to take part in lively discussions on a variety of finance and business topics.  The agenda is set by the participants, so attendees are encouraged to come prepared with topics that are most relevant to their companies.

Join us for lively discussions on finance and business topics that affect your business!

This material is generic in nature. Before relying on the material in any important matter, users should note date of publication and carefully evaluate its accuracy, currency, completeness, and relevance for their purposes, and should obtain any appropriate professional advice relevant to their particular circumstances.

Share Post:

By Meyers Brothers Kalicka December 23, 2025
On December 12th MBK Senior Manager Mary Walsh and Tax Supervisors Olivia Calcasola and Elise Puza presented a special hybrid roundtable discussion with individuals and business leaders.
By Meyers Brothers Kalicka December 19, 2025
MBK ‘adopted’ two families of four and fulfilled their Christmas wish lists. Led by team leader, Olivia Calcasola, employees at MBK donated gifts for all family members and raised over $500. All together, the team was able to provide each child with multiple toys, clothes and shoes, and gifts for the parents!
By Meyers Brothers Kalicka December 17, 2025
This article discusses the importance of succession planning for every employee who’s considered indispensable and difficult to replace. It advises nonprofits to consider various departure scenarios and to groom potential successors using job shadowing and mentoring.
Show More