Decosimo Audit Principal Marshall Harvey Serves As Featured Speaker At Effective Benefit Plan Seminar

Thursday, May 1, 2014
Marshall Harvey
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.

 



Supreme Court Holds Personal Signature Of Party Appealing In Parental Termination Case Not Required

The Tennessee Supreme Court concluded that a father’s notice of appeal, signed by his attorney, but not the father personally, satisfies the statutory signature requirement for appeals in parental termination cases.  The Court remanded the case to the Court of Appeals for consideration of the father’s appeal on the merits.    In this parental termination case, ... (click for more)

Tennessee Supreme Court Clarifies Standards For Contesting A Will

The Tennessee Supreme Court reversed previous rulings that dismissed a lawsuit contesting the October 1, 2013 Will (“2013 Will”) of Dr. J. Don Brock, a resident of Hamilton County.  Dr. Brock died March 10, 2015, leaving a sizable estate. He is survived by his wife, seven children he and his former wife adopted, and two stepdaughters. Dr. Brock’s 2013 Will was admitted to ... (click for more)

5 Disinherited Adopted Children Of Dr. J. Don Brock May Share In Rich Estate After All

Five disinherited adopted children of the late Chattanooga businessman J. Don Brock may share in his large estate after all. After losing at the trial court and appeals court level, the plaintiffs won a victory at the Tennessee Supreme Court. Justice Cornelia Clark ruled in favor of the adopted children and remanded the case to the trial court for settlement of the estate. ... (click for more)

Walker County Asks Dismissal Of Erlanger Lawsuit Asking Court To Order New Taxes For Payment Of $8.7 Million Debt

Walker County, Ga., is asking the dismissal of a lawsuit filed by Erlanger Health System that asks a federal judge to order the levying of taxes to pay an $8.7 million debt. Walker County noted that new Commissioner Shannon Whitfield has imposed a special tax levy on its citizens designed to satisfy the debt. It also says that Commissioner Whitfield held several meetings with ... (click for more)

Stormwater Fiasco And East Ridge Camping

When did the Chattanooga City Council get replaced by members of the East Ridge City Council? I don't recall a time in Chattanooga where they've voted to shoot the city in the foot more than they have lately.  If this goes through despite the environmental impact warnings and then Camp Jordan has increased flooding after spending millions on sports ball fields, ... (click for more)

Roy Exum: Why I Am Thankful

You would think that after 40 years of publishing an annual list of things for which I am thankful, I’d be getting to the bottom of it, but it seems the older I get I have found I appreciate so much more around me. I take absolute delight in planting a flower, feeding the birds and throwing a ball for my dog. I find that the more people who I come to know the more who I come to ... (click for more)