January 18: 401(k) Checkup at the CFO Focus

Join us at the next CFO Focus on January 18th as the head of our Employee Benefit Plan group, Jennifer Moroz, shares insights into the most common areas of deficiency and tips for getting your plan in shape for the New Year.  Areas of discussion will include:

  • Fiduciary Responsibilities & Liability
  • Compliance Testing
  • Top 10 Plan Deficiencies

 Wednesday, January 18, 2017
8:00-10:30 a.m.

 Offices of Sax LLP
855 Valley Road, 3rd Fl.
Clifton, NJ 07013

Jennifer Moroz, CPA,
Partner, Sax LLP

Jennifer Moroz is the Partner in charge of Sax’s Employee Benefit Plan Service Group. She has more than 18 years of experience in auditing, accounting and advisory services, with a specialization in defined contribution and benefit plan audits, 403(b) audits, DOL regulations and ERISA standards.

Jennifer is a graduate of Villanova University and a member of the American Institute of CPAs.

For more information or to register, contact [email protected]. CPE Credits are available, and breakfast will be served.

The CFO Focus seminar series is presented by Sax LLP, a forward-thinking, multi-disciplinary accounting, tax and financial services firm. Led by Partner Kathleen Alexander, CPA, the monthly events bring timely, actionable business advice on the issues and challenges faced by CFOs and other financial managers.

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