Would Your Retirement Plan Survive an IRS or Dept. of Labor Audit? Traps for the Unwary and How to Fix Them - Each year, the Internal Revenue Service (IRS) and Department of Labor (DOL) audits a small number of 401(k) plans. Over time, it is almost certain that either the IRS or DOL will audit your plan. Many employers do not understand how despite having a team of professionals to help manage these plans, the IRS or DOL (let alone an aggressive plaintiff’s attorney) can find problems with the plan. Knowing the common areas where administration can get tripped up and the traps for the unwary can help save your company value time and money. Topics we will cover include (i) ERISA fiduciary issues and other DOL audit items, (ii) IRS audits and the importance of making sure plan administration is consistent with the documents, and (iii) what do if the IRS or DOL comes knocking at the door. ... read more

This program will now be a LIVE WEBINAR! Register to view (in listen-only mode) with the opportunity to ask questions to Sharon via Q&A. Registration is required and limited to 100, a recording will be available to all registrants. HR and Coronavirus As the COVID-19 crisis continues and updates are coming in daily, Sharon DeLay, President of GO-HR will address HR issues you are currently facing in your family business. Guidance on the federal Family First Coronavirus Response Act (FFCRA); navigating mandatory paid sick and FMLA leaves for businesses; issues with working with a remote workforce, etc. will be addressed. After an update on the latest information, Sharon will answer the questions you have and you will have the opportunity to share what you are doing to navigate this new world and learn from one another. You will be able to submit questions during the session via Q&A and view a recording post session. *There will also be a link in your registration confirmation for you to submit questions prior to the session for Sharon to address. Sharon DeLay, President of GO-HR, is a family business member and friend of the Conway Center, has been instrumental in keeping us up-to-date during this crisis. REGISTER now and join us for this live webinar on 4/8. You'll have the opportunity to submit questions during the session and view a recording post session. This quarterly forum is facilitated by family business owner Sharon DeLay, President of GO-HR. a HR consultancy working with businesses across five areas: general HR, recruiting and on-boarding, training and development, benefits and benefits consulting, and career and corporate outplacement. ... read more

In this unique forum, hear from family business owners as they share with other Conway family business owners their company's growth journey -- how marketing (everything from sales to building a brand to traditional marketing to digital marketing) played a role in that growth. Learn the trials and errors they made along the way, the tough decisions and investment risks venturing into unchartered waters and how the company measured success. This April 28th session features Michael Schoedinger, President of Schoedinger Funeral and Cremation Service. Learn as Mike uncovers how Schoedinger Funeral & Cremation Services developed a marketing strategy, identified what messaging is important to convey, how the right media helped them reach the right audience and why an integrated approach to marketing was the best option for Schoedinger for market recognition and long term growth. REGISTER now and join us for this live webinar on 4/28. You'll have the opportunity to submit questions during the session. Are you ready to take your family business to the next level? Join GREENCREST for this quarterly forum to hear first-hand from fellow family business owners on what they are doing to grow their business. Designed especially for CEO’s, presidents and owners, it will help you gain the insights you need to ignite your business! ... read more