You are Cordially Invited to Attend
Attention Business Owners: Join us on Wednesday, September 25th at 8:30 a.m. as we discuss Retirement Plans: The Pros and Cons of a Pre-Approved Plan from a legal and accounting perspective. This program is accredited for 1.5 CPE and CFP credits. Now available as a webinar, click here to join.

Learn about:

  • Best practices if you sponsor a qualified Plan
  • Prototype Pre-approved plans and what you need to consider
  • Other options available
  • Why just “setting it and forgetting” can cause headaches later
  • New IRS Correction Procedures – PCB/Self Correct
  • Common Plan issues identified by auditors

Presented by:

Elizabeth Harper , CPA, Member and Director of Quality Control and Employee Benefit Plan Audit Group, SobelCo

Martin D. Hauptman , Esq., CPA, Member and Chair of ERISA & Employee Benefits, Mandelbaum Salsburg P.C.

Steven Greenbaum, President of Altigro Pension Services, Inc.

Gary S. Young , Esq., Member, Mandelbaum Salsburg P.C.

Moderated by:
Peter A. Levy, Esq., Member, Mandelbaum Salsburg P.C.