January Meeting: Plan Mergers and Acquisitions

  • Friday, January 22, 2021
  • 12:00 PM - 1:30 PM
  • https://www.zoom.us/join

Registration is closed

Please join us for our January webinar!

Plan Mergers and Acquisitions | Panel Discussion

Moderator: Diane Nesbit, CPA, Partner - Larson & Company, PC
Panelists: Grant Halvorsen CPC, QPA, QKA, CPFA   - Hub International
   John Walch - Dentons Durham Jones Pinegar
   Lori Reay, CPA, CPC - DWC 401(k)

The panel will be discussing critical considerations and best practices for plan mergers and acquisitions.

Our Moderator:

Diane Nesbit, CPA, Partner - Larson & Company, PC

Diane has over 20 years of experience in public accounting and has been with Larson & Company since 2000. Diane specializes in working with employee benefit plans, traditional and captive insurance companies, and not-for-profit organizations.

Diane’s expertise includes all accounting and auditing standards and regulations as specified by the AICPA, ERISA, DOL, and FASB. Diane prides herself on the success of the clients she serves and always strives to ensure that their regulatory filing needs are met on time and within budget.

Our Panelists:

Grant Halvorsen, CPC, QPA, QKA, CPFA

Grant is a retirement plan consultant with HUB International. He helps plan sponsors manage the operation and investments of their retirement plans. He has been working with qualified retirement plans for nearly 15 years.

John Walch - Dentons Durham Jones Pinegar

John Walch focuses on all aspects of qualified and non-qualified benefit plans, including equity-based incentive and compensation plans, nonqualified deferred compensation plans, qualified profit sharing plans, 401(k) plans, ESOPs, pension and welfare benefit plans.

For over 30 years, John has designed, drafted and obtained IRS approval of hundreds of qualified retirement plans.  For plans facing disqualification, he has obtained compliance statements from the IRS's Voluntary Compliance Program and negotiated positive resolutions to audit or determination letter issues.  He also advises plan fiduciaries on operational issues involving QDROs, plan investment policies and fiduciary liability issues.

John also has extensive experience obtaining individual prohibited transaction exemptions from the U.S. Department of Labor, defending IRS audits or DOL investigations of benefit plans and litigating ERISA cases.

John also works with employers to design deferred compensation, stock option, stock appreciation right, phantom stock and other incentive plans.  He advises businesses on issues related to parachute payments, COBRA, HIPAA and other benefit plan issues.

Lori Reay, CPA, CPC, DWC

Lori has nearly 20 years of experience working in the retirement plan industry. She works closely with financial advisors and clients to design and implement plans that meet their goals and objectives.

Lori is a former recipient of the American Institute of CPAS Women to Watch Emerging Leaders Award. She is currently a governing board member of the Salt Lake Chapter of the Western Pension & Benefits Council, ad hoc committee member for the ASPPA Retirement Plan Academy, and has served on the Retirement Plan Fundamentals Certificate Taskforce. She is a former member of the Utah Valley University Alumni Board, including a one-year term as the Vice President of Finance and Development, and a former member of the Utah Valley University Gift Planning Advisory Board.

Plan Mergers and Acquisitions | Panel Discussion

Date: Friday, January 22, 2020
Time: 12:00pm - 1:00pm MST

https://www.zoom.us/join

*Phone number and Conference ID provided after registration. 

Members are free. Non-members are welcome, and the $25.00 fee can be paid online with a credit card or at the door by check or cash. Please RSVP by 4:00 p.m. on January 20, 2021, to ensure receipt of your Grubhub giftcard.

If you require any assistance please do not hesitate to contact us at info@wpbcsaltlake.org. If you know someone who may be interested in attending our meetings, please feel free to forward this email.

Western Pension & Benefits Council, Salt Lake Chapter
P.O. Box 11641, Salt Lake City, UT 84147

Western Pension & Benefits Council Salt Lake City Chapter

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