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Do You Know What Triggers a 401(k) or 403(b) Audit?

Click here to register. 

Join CJM Wealth Management and a panel of special guest speakers, including Nichelle Langone, Supervisory Investigator at the U.S. Department of Labor, on Wednesday, November 6, at 8 a.m., for a complimentary breakfast and seminar. We will discuss the fiduciary responsibilities of those entrusted with sponsoring or providing services to employee benefit plans.

Learn: 

  • How to avoid a Department of Labor Audit
  • The metrics the Department of Labor uses to flag employees for auditing
  • Your company’s metrics score from CJM Wealth Management

Hear from our panel of industry experts: 

  • Nichelle Langone, Supervisory Investigator, U.S. Department of Labor
  • Bob Hamilton, Director, Employee Benefit Plan Audit Practice at BDO – USA

CE Credits are Available. 

Are you ready to experience the Human Side of Wealth?

Contact CJM today for a Complimentary Consultation.

(631) 777-1030
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