Skip to Page Content

Event Details

    November Meeting

    Date: November 19, 2014, 9:00am
    Location:
    Cross Keys Restaurant
    Event Type:
    Meeting
    iCal link
    Add to Calendar

    Topic: How Healthy is your Pension Plan
    Registration: 07:30am
    Credit Type: GENERAL
    Credit Approval: APPROVED

    Note: This is a breakfast meeting!

    Price/Option

    Please join us as Kara Darlington with SEK $ Co. helps us ensure our pension plans remain healthy and in complilance with DOL regulations.  Topic discussion will include:

    • A review of the importance of plan documents and the understanding of the provisions within.
    • Record retention guidance surrounding records pertaining to plan administration.
    • When does a plan require an audit performed by an independant CPA?
    • Common plan deficiencies often found in plans that undergo an audit that can be found in plans of all sizes.

    Biography - Kara Darlington:

    Kara joined SEK & Co. in 1997, and was admitted as an Associate Member in 2010.  Kara specializes in providing accounting and auditing services to insurance companies, nonprofit organizations, and employee benefit plans.  Kara manages the Hanover office audit practice as well as a significant number of the firm's employee benefit plan audit engagements.  She is an integral team member of each engagement.

    Kara's continuing education has included tax and audit considerations of nonprofit organizations and audit and compliance considerations of employee benefit plans for the past 16 years.

    __________________________________________________________________________________________________

    Holiday Donations for the Troops

    As part of our fall charitable giving, HAHRA is asking our members to bring any of the following items to our October and November meetings.  These items will be sent to Operation Stars & Stripes as part of their current campaign:  Operation Holiday Stockings

    • Monetary donations to assist with high shipping costs 
    •  Snack-sized packs of Oreos (Qty: 6 to a pack)
    • Drink Mix Singles
    • Cocoa Packets
    • Beef Jerky Singles
    • Snack-sized packs of Nuts
    • Energy and Protein Bars
    • New packs of Playing Cards
    • New Travel Games
    • Current DVDs

    If you are unable to make either meeting and wish to contribute, please contact Robin Myers @ 717/637-2121 x10 to arrange a pickup.

    Click here for more information about sponsoring a meeting.