All Access Healthcare Series
2nd Annual Real Estate Summit
Spring Networking Reception
Fall Leadership Dinner
This is a no charge event, but registration is required for security purposes.
Click here to RSVP by email
Best Practices for 401(k) Financial Wellness
Understanding your Fiduciary Responsibilities and examining the changing landscape of retirement plans
Hosted by The Maddelena Group at Morgan Stanley
Promotional Sponsor: Westchester Women's Bar Association
· ERISA, IRS and DOL requirements
· The Implications of signing the 5500
· Preparing for a DOL audit
· Trends for 401(k) and other qualified retirement plans
· Risk Mitigation techniques to reduce personal liability as a plan sponsor
· Selecting and monitoring service providers
· How to help your employees become financially fit
Program Moderated by:
Lawrence W. Bahr, CFP®, CRPS®
Corporate Retirement Director; Financial Advisor,
The Maddalena Group, Morgan Stanley Wealth Management
Jim Kais, Managing Director, Retirement Practice Leader Transamerica
“Asset pooling: A new era for retirement plans”
Ruben Gonzalez, Retirement Director, Janus Capital Group
“Recent Case Studies in Fiduciary Failures: Why Plan Sponsors Are Being Sued and the Importance of Process”
Timothy J. Desmond, CPA, Partner, Director of Employee Benefit Services PKF O'Connor Davies, LLP,
“Pointers for Fiduciaries from the Auditor”
Bill Mooney, President and CEO of the Westchester County Association (WCA), announced today that Blair Levin, Executive Director of Gig.U: The Next Generation Network Innovation Project and a non-resident Senior Fellow of the Brookings Institution, has joined the WCA’s Blueprint for Smart Growth team as a volunteer advisor to the WCA’s Gigabit Broadband initiative, which was announced on October 6th at a press conference. Levin served in the Obama administration where, from 2009-2010, he oversaw the development of the FCC’s National Broadband Plan. Levin also served in the Clinton administration as Chief of Staff to the Chairman of the FCC.
Online Registration is now closed.
BLAIR LEVIN, A FORMER OFFICIAL IN THE CLINTON AND OBAMA ADMINISTRATIONS, TO JOIN WCA’S “GIGABIT WESTCHESTER” INITIATIVE AS A “VOLUNTARY COUNSELOR”
Blair Levin, Executive Director of Gig.U: The Next Generation Network Innovation Project and a non-resident Senior Fellow of the Brookings Institution, has joined the WCA’s Blueprint for Smart Growth team as Voluntary Counselor to the WCA’s Gigabit Broadband initiative, which was announced on October 6th at a press conference. Levin served in the first Obama administration as Executive Director of the National Broadband Plan and in the Clinton administration as Chief of Staff to the Chairman of the FCC, where from 2009-2010, Levin oversaw the development of the FCC’s National Broadband Plan.
This is a great opportunity
to meet other emerging leaders in Westchester and the surrounding
areas, including members of our Young Professionals' Group Advisory Board,
and to make new connections. Learn what the YP’s and the Westchester
County Association are all about, and how you can get involved.
All of our Happy Hours are open to all interested young professionals in the area. We always suggest attending a YP Happy Hour as a great first introduction to the Westchester County Association and its initiatives!
The Westchester County Association announced that it was launching a public-private partnership to spearhead Smart Growth initiatives in Westchester County to bring gigabit broadband, new business, and innovation to Westchester’s four largest cities. The cities – Mt. Vernon, New Rochelle, White Plains and Yonkers – are to sign a Smart City ComPACT shortly and, as a first step, work with the WCA to bring to the cities gigabit broadband to every household, business, healthcare, and educational organization in the next three to five years.