Scott Ann Setzer, Senior Pension Consultant, presented “Extreme Makeover….The Retirement Plan Edition” (Retirement Plan Updates and Tax Planning Strategies) to the CPA/LAW Forum of Metropolitan Sacramento.
Amy Eggert, Pension Consultant and Aaron Karr, Pension Consultant, recently spoke to InterSecurities, Inc. on 403(b).
Ed Dillon, Sales Manager and Senior Pension Consultant and Amy Eggert, Pension Consultant, spoke to InterSecurities on DB- Defined Benefit.
Amy Eggert, Pension Consultant and Aaron Karr, Pension Consultant, spoke to InterSecurities, Inc. on DC2- Defined Contribution Advanced.
Baylis Resnick, VP and Senior Pension Consultant and Amanda Asherson, Pension Consultant spoke at the meeting of the Ventura Chapter of the Financial Planners Association.
Amy Eggert, Pension Consultant and Aaron Karr, Pension Consultant, spoke to InterSecurities, Inc. on DC1- Defined Contribution Basics.
Natalie Vaughn, V.P. and Director of Compliance, is the Chairperson for ASPPA’s Publication Subcommittee and recently joined the planning committee for ASPPA’s 1st Annual Women’s Business Leaders Forum.
Aaron Karr, Pension Consultant, presented a seminar with Nationwide Financial and Clarke Lanzen & Skalla Investment Firm on Automatic Enrollment Plans and Tax Planning Strategies for 2008.
Ed Dillon, Sales Manager and Senior Pension Consultant and Amy Eggert, spoke to InterSecurites, Inc. on Fast Track to Winning More 401(k) Plan Sales.
Baylis Resnick, V.P. and Senior Pension Consultant, spoke at the National Institute of Pension Administrators' Annual Conference.
Natalie Vaughn, V.P. and Director of Compliance has accepted the Chairperson position for NIPA’s APA Part III curriculum on Distributions and spoke at the Phoenix chapter of the Western Pension & Benefits Conference Annual Conference. The topic was Cross-Tested Plans.
This year we will begin amending and restating defined contribution plans for EGTRRA. The law also equires that all employee disclosures be updated. Read about the basic disclosure requirements in our newsletter.
For the first time, in 2008 participants were able to roll over distributions from qualified retirement plans to a Roth IRA. Check out our newsletter for the requirements and the details.
The Supreme Court recently ruled on a 401(k) case. Read a brief summary on the La Rue case in our newsletter.
Polycomp and ORBA Financial recently presented a Webinar on "Advanced Topics in Retirement Plan Designs." Click here to download a copy of the presentation!
©