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Documents 2014-09-09 Retirement Readiness

1. Thrive. Grow. Achieve.Retirement Readiness:Evaluating plan health todefine successEd Gimenez, CFP®, AIF®September 9, 2014 2. POP QUIZ…Securities offered through LPL…

Business Employee Benefit Plan Errors - Marshall Harvey

1. A Global Reach with a Local Perspective www.decosimo.com Employee Benefit Plans – Common Errors Marshall Harvey, CPA, CFE | Assurance Principal 2.  Late contributions…

Documents Speaker Bios

1. CENTER FOR DUE DILIGENCEP.O. Box 8 • Western Springs, Illinois 60558 (630) 662-0284 • Fax (630) 662-0286E-mail: [email protected] Web: http://www.401kduediligence.comCFDD…

Business Employee wellness: Farce or untapped potential?

1. [email protected]@femelmed215.922.2525 2. Employee wellness: Farce or untapped potential?PEBA Annual Forum, April 2011Image: eatliver.com…

Economy & Finance The Future of Retirement

1. The Future of Retirement Houston Forum January 27, 2009 by Steve Vernon, FSA President,Rest-of-LifeCommunications 2.   3.   4. The Future of Retirement… is Work! 5.…

Documents Auditing and Financial Reporting Overview of Employee Benefit Plans Andy Harper, CPA, CBA Ted Hotz,....

Slide 1Auditing and Financial Reporting Overview of Employee Benefit Plans Andy Harper, CPA, CBA Ted Hotz, CPA Ashley Ogle, CPA Pugh & Company, P.C. Slide 2 08/2010PUGH…

Documents Investment products: No bank guarantee I Not FDIC insured I May lose value The new retirement...

Slide 1Investment products: No bank guarantee I Not FDIC insured I May lose value The new retirement reality Is your plan prepared for 2012 and beyond? PRESENTER NAME LOCATION,…

Documents Www.prevailingmep.com. A Multiple Employer Plan (MEP) is a single Qualified Retirement Plan housing....

Slide 1www.prevailingmep.com Slide 2 A Multiple Employer Plan (MEP) is a single Qualified Retirement Plan housing multiple different "adopting employers" with common…

Documents Avoiding Issues in Audit Jason Loden, Partner Thompson & Knight LLP.

Slide 1Avoiding Issues in Audit Jason Loden, Partner Thompson & Knight LLP Slide 2 Audit by IRS Qualified plan audits are handled by Employee Plans (EP) Examinations.…

Documents NEW RULES FOR NON-TRADITIONAL RETIREMENT PLANS: A New World for Plan Sponsors, Employees, and...

Slide 1NEW RULES FOR NON-TRADITIONAL RETIREMENT PLANS: A New World for Plan Sponsors, Employees, and Advisors Presented by Jerry Kalish President National Benefit Services,…