Marshall Harvey
Decosimo announced that Marshall Harvey, of Chattanooga, will be the featured speaker on May 15 at an employee benefit plan luncheon seminar, which will focus on effective retirement programs. The event will be hosted by CochranMickels Retirement Specialists, associates of the Principal Financial Groupâ. Mr. Harvey, a CPA and certified fraud examiner, serves as Decosimo’s Quality Control Assurance Principal for employee benefit plan services.
Through his presentation entitled “Employee Benefit Plans – Common Errors,” Mr. Harvey will discuss the importance of developing strong quality control practices and establishing strategies for identifying and avoiding common plan errors that he has observed in his 25 years serving this niche.
The luncheon event, which will take place at The Ledges Country Club, is free to plan administrators. The Ledges is located at 32 Castle Road in Huntsville. A limited number of seats remain available for the luncheon seminar, and those interested in attending the event can RSVP by calling CochranMickels at 256 799-0202 or emailing myearta@cochranmickels.com. The deadline to RSVP is May 11.
In his role with Decosimo, Mr. Harvey oversees the audits of more than 60 benefit plans with total plan investments exceeding $1 billion, including a variety of plans such as 401(k), 403(b), Profit Sharing Plans, Defined Benefit Plans, and ESOP and Welfare Plans. Decosimo’s employee benefit plan team has specific experience with ERISA laws and regulations and has audited employee benefit plans that have included 11-K filings and range in size to more than $500 million in plan assets and 35,000 plan participants.