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Speaker: Lawrence C. Starr, CPC, QPFC, President, Qualified Plan Consultants, Inc. The rules governing partnership taxation are complex and, in connection with retirement plans, a number of issues arise such as how deductions are allocated among partners,...
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Speaker: Sheldon H. Smith, Esq., APM, Bryan Cave LLP Understanding ethical requirements and applicable codes of conduct is critical to performing professional services with high standards of professionalism and client service. It is also important in being...
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NTSA WebcastSpeakers: Ellie A. Lowder, TGPC, TSA Consulting and Training & Michael A. Webb, TGPC, AIF, CEBS, Vice President, Retirement, Cammack Retirement **Complimentary recorded webcast for NTSA members open for registration 3/13/14**A discussion of...
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Speaker: Charles D. Lockwood, ASC Institute, LLC, Principal In this session, we will discuss the various coverage tests, including the ratio percentage and average benefits tests. In addition, we will address methods for improving coverage testing results,...
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Susan D. Diehl, CPC, QKA, ERPA, President PenServ Plan Services, Inc. The Small Business Jobs Protection Act first allowed 401(k) and other deferral plan participants the opportunity to convert funds from pre-tax to Roth 401(k) accounts by an in-plan transfer...
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Speaker: Robert M. Richter, J.D., LL.M., APM Vice President SunGard Relius The use of automatic contributions arrangements (sometimes called automatic enrollment) is increasing. This webcast will focus on the rules applicable to EACAs, QACAs and ACAs. In addition...
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Speaker: Janice M. Wegesin, CPC, QPA, President, JMW Consulting, Inc. Most employee benefit plans require an annual Form 5500 filing. This program will offer you the opportunity to ask questions as well as Learn about changes to the 2013 Form 5500 series...
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Mark K. Dunbar, MSPA, MAAA, President, Dunbar, Bender & Zapf, Inc. The webcast will analyze the requirements and options when utilizing cross-testing, including numerous case studies. Attendee Takeaways:Case Studies will be provided, which help the attendee to...
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Daniel Kravitz, CPC, QPA, Kravitz Inc. and Janine Chung ERPA, CPC, QPFC, Kravitz Inc. The art and science of combining Cash Balance with 401(k) plans offers tremendous potential for business growth. National experts Dan Kravitz and Janine Chung will use...
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Stephen W., Forbes, J.D., LL.M., SunGard Whether testing or designing a cross-tested plan, safe harbor 401(k) plan or traditional 401(k) plan, the compensation definition is critical. The compensation decision will affect both the cost of the plan and...
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