Whether you have an existing 401(k) plan or are considering offering this benefit soon, it?s important to know that the government just passed sweeping legislation in December for the second time in three years encouraging access to and participation in retirement plans. As a plan trustee or plan committee member, you need to know what to watch for since you are liable as a plan fiduciary. Join Eric Shisler and Jamie Bond, members of CI Budros Ruhlin Roe Retirement Plan Services team. They will summarize what has changed and what requires action in the recently passed SECURE Act 2.0 as it relates to your company-sponsored retirement plan. You won?t want to miss this informative session! ... read more

Buy-sell agreements are critical documents that help facilitate the successful transfer of ownership in a family business; however, the valuation-related language in buy-sell agreements is often the source of confusion, dispute, and unfair outcomes. Join us as we present several case studies involving the valuation elements of buy-sell agreements, dissecting the problems to avoid and the essential elements to include in the drafting and administration of your buy-sell agreements. Key takeaways will include: - The importance of the valuation language and process contained within buy-sell agreements; - The problems with formula-based buy-sell agreements; - Critical valuation elements that should be addressed in agreements; - Potential areas for concern with certain valuation language common in agreements; - Best practices and recommendations for a successful buy-sell agreement. ... read more