Tuesday, May 17th
Napa River Grill
1211 Herr Lane, Louisville, KY 40222
11:30am to 1:15pm
Please Select: RSVP HERE
*Note headcount is due to restaurant the day prior, please RSVP by May 15th if you can attend.
Current Benefits Issues: an Accountant’s Perspective
- ESOPs – How Do They Work and Who Benefits
- SAS 136 and ERISA Section 103(a)(3)(C) Audits
- Common DOL Issues/Findings
- Secure Act 2.0
Brant Kennedy, CPA
Brant is a Vice President in the Accounting and Auditing Department at Harding, Shymanski & Company, P.S.C. He joined the firm in September 2003, and works closely with clients in Evansville, Louisville, and the surrounding areas. Brant serves as co-leader of the firm’s Manufacturing Team and the firm’s Employee Benefit Audit Group. He manages and conducts numerous audits and reviews for manufacturers and wholesale distributors, as well as manages employee benefit audits including employee stock ownership plan audits.
Monthly meetings are now the third Tuesday of the month.
- Registration begins at 11:30am to allow time for networking and socializing
- Speaker presentations begin between 12:00pm – 12:15pm
- Meetings normally conclude between 1:00pm – 1:30pm
Guests are welcome and encouraged to attend at a cost of $40. Please add your guest on the RSVP form. In the event of a cancellation, you may contact Taylor Jolly: taylor.jolly@mercer.com