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Cash Balance & Qualified Retirement Plans CPA Event
27th of November and 4th of December

Register Now!

Cash Balance & Qualified Retirement Plans CPA Events

November 27 and December 4, 2018

Where & When



Tuesday, November 27th, 2018


8:30 A.M. - 10:30 A.M.


Hilton Hasbrouck Heights / Meadowlands


650 Terrace Ave, Hasbrouck Heights, NJ 07604


Tuesday, December 4th, 2018


8:30 A.M. - 10:30 A.M.


The Madison Hotel


1 Convent Road, Morristown, NJ 07960

Featured Speaker


Charles Rosenberg CRA, CRC, AIF

Managing Partner

Intac Actuarial Services, Inc.

Course Description

Cash Balance & Qualified Retirement Plans
Effective Use of the New QBI 20% Tax Deduction

Discuss Qualified & Cash Balance Plan Updates/Opportunities

  • Introduction to various plan design options available under recently enacted legislation
  • Overall advantages to implementing Cash Balance Plans
  • Use of Cash Balance Plans and QBI deduction
  • Coordinating 401(k) Plans and Profit-Sharing Plans as a strategy to reduce costs of pension contributions to staff

Ways to Protect Your Client from DOL Audits – Discuss the Fiduciary Risks and Liability Management Strategies

  • Employer fiduciary requirements and consequences of failure
  • Fee disclosure compliance
  • How to protect plan fiduciaries

Get the Latest on IRS/DOL Updates

  • Case studies of recent DOL audits
  • Updates on recent law changes and how they affect your clients
  • Proposed retirement plan legislation

Register Now!

Questions? Need Help Registering?

Donna Krusznis

Intac Actuarial Services, Inc.