Christopher J. Ciminera, CPA, QKA is presenting Strafford's Webinar - Audits of Pooled Employer Plans (PEPs) Topic: Audits of Pooled Employer Plans (PEPs) Date: April 24, 2025 @ 1:00pm EDT This webinar will explain pooled employer plans (PEPs) for businesses and accountants considering implementing or recommending this new flexible retirement plan option. Our panel of … Continued

Valerie C. Middlebrooks, CPA will be co-presenting at Financial House's Women's Wealth and Wellness Event.  May 8, 2025 9:00 AM – 12:00 PM EST Organized by Financial House, this event is aimed to empower professional women with the knowledge and tools they need to thrive in every aspect of their financial lives. The mission is … Continued

Maria T. Hurd, CPA, RPA will be co-presenting at ASPPA Spring National Virtual Conference.  May 15, 2025 11:30 AM – 12:20 PM EST: Safeguarding & Optimizing Participant Data Managing participant data has become increasingly complex with the rise of auto-enrollment, Roth contributions, and evolving recordkeeping rules. This session will provide actionable insights on best practices … Continued