Brea(k)fast with the Experts: Legal & Regulatory Update

  • When: October 9, 2019 at 7:30am - 11:00am
  • Where:

    Scioto Country Club
    2196 Riverside Dr.
    Columbus , OH 43221

  • Hosted By: Everhart Advisors
  • Event Type: Member Hosted  Member  

Brian Hanna, AIF: EVP – Retirement Plans | Everhart Advisors 

Brian joined Everhart Advisors in 1997. As a partner he leads our team of plan consultants and relationship managers in serving the unique needs of retirement plan sponsors. His team is focused on monitoring and increasing retirement plan service levels, while acting as an intermediary between plan sponsors and plan vendors. Brian has received formal training in investment fiduciary responsibility and due diligence, and has extensive experience in plan design, investment selection, fee transparency, and employee communication strategies.

In 2017, Brian and firm president, Scott Everhart, released their first book, The 401(k) Owner’s Manual: A Blueprint for Building and Maintaining an Elite 401(k) Plan for Your Employees. Brian has been a guest lecturer at workshops presented with the U.S. Department of Labor, Ohio Society of CPAs, Columbus Bar Association, and Center for Due Diligence, along with the Supplier Associate Relations Group (SARG) of Honda North America and other trade associations.

Scott McGohan: CEO | McGohan Brabender 

Scott McGohan is the CEO of McGohan Brabender. He works on vision casting, strategy alignment and leadership deployment. He has been with MB since 1988. As a business leader, it is always about people for Scott — always has been and always will be.

Scott believes that understanding your core is the essence of transformation. That includes being vulnerable about both your strengths and weaknesses. He believes people need to see leaders make mistakes, own them when they do and teach people through success and failure. Scott believes you cannot threaten, coerce or reward people to care. You can only awaken the desire inside of them and give them the permission and encouragement to do so. Products are delivered by people, and when people believe in themselves they will believe in you.

Deborah A. Boiarsky: Partner | Porter Wright 

Deb concentrates her practice in the field of employee benefits and executive compensation, counseling clients on compliance with ERISA and the Internal Revenue Code in all facets of their employee benefit offerings.

She has experience with the design, implementation, administration, amendment, and termination of qualified retirement and health and welfare employee benefit plans for tax exempt and for-profit organizations.

She has represented clients before various governmental entities and in various capacities, including obtaining determination letters from the Internal Revenue Service (IRS), utilizing various correction mechanisms through the IRS and Department of Labor, assisting through all phases of employee benefit plan audits and resolution, and navigating various filings and investigations with the PBGC. Deb also has substantial experience assisting clients with the employee benefit aspects of mergers and acquisitions for both public and private companies. In the health and welfare plan area, Deb has assisted clients with compliance and plan design for medical, dental, vision, life and disability plans.

Prior to attending law school, Deb was a compensation and benefits consultant with both a national human resources consulting firm and a regional accounting and benefits consulting firm, specializing in employee health and welfare plans and qualified retirement plans. During law school, Deb served as a judicial extern with the Honorable Thomas J. Moyer, chief justice of the Ohio Supreme Court.

Greg M. Daugherty: Partner | Porter Wright 

Greg focuses his practice on executive compensation and employee benefits matters for publicly traded and privately held companies and nonprofit organizations. He has extensive experience assisting business owners with their succession planning needs through the implementation of employee stock ownership plans (ESOPs).

Greg’s executive compensation and employee benefits experience consists of assisting employers with design, implementation, and compliance issues related to qualified and nonqualified retirement plans, stock and non-stock based incentive programs, employment agreements, severance agreements, and change-in-control and parachute agreements. He provides advice related to ERISA fiduciary and 409A compliance and strategic planning, including advising companies on compensation and benefits issues in connection with mergers, acquisitions, and spinoffs. Greg also assists employers with benefit plan correction programs offered by the Department of Labor and Internal Revenue Service.

Greg’s ESOP experience consists of assisting companies with the design and implementation of ESOPs and representing companies in stock purchase transactions involving the company, sellers, and the ESOP. Greg also assists both companies and lenders in connection with loans made to ESOP-owned companies. He provides ongoing counsel to ESOP-owned companies, assisting with ERISA fiduciary questions and with the implementation of incentive compensation arrangements that facilitate an employee ownership culture.

Please note, this event is underwritten in part by sponsors of investment products.
Securities are offered through Mid Atlantic Capital Corporation (MACC), a registered Broker Dealer, Member FINRA/SIPC. Financial Advice is offered through Everhart Advisors a Registered Investment Adviser. Everhart Advisors is not a subsidiary or control affiliate of MACC.