170601NS- Thursday, June 1, 2017 - Retirement Plans Compliance


Thursday, June 1, 2017, 5:30 PM - 8:30 PM ET

Date:        Thursday, June 1, 2017

Title:        Retirement Plans Compliance

Speaker(s):    Steve Abramson of APS Pension and Financial Services, Inc.

Credits:               2 CPE/TAX

Location:             The Mansion at Oyster Bay
                                AKA - The Woodlands @ Woodbury
                            1 South Woods Road
                            Woodbury, NY  11797
                            (in the Town of Oyster Bay Golf Course)

Time:                  Registration/Networking/Dinner:  5:30 PM-6:30 PM
                           Program: 6:30 PM – 8:30 PM


Cost:                On or before Friday, May 26 - Members $65.00/Non-Members $80.00
                        After Friday, May 26 - Members $80.00/Non-Members $90.00

Learning Objectives: This session will alert you as to what potential compliance defects may occur in your clients' plans.  It is better to prevent the defect than to have to correct it through various IRS voluntary compliance programs.  Each issue will be clearly described and examples provided.


Program Pre-requisite: None    Program Level: Intermediate
Advanced Preparation: None    Type of Delivery: Group Live Seminar

The Educational Foundation of the Nassau/Suffolk Chapter of the National Conference of CPA Practitioners sponsors this program.  The Educational Foundation of the Nassau/Suffolk Chapter of the National Conference of CPA Practitioners registered with the New York State Board of Education as a sponsor of continuing professional education.

New York State License Number: 000216

For a complete copy of Educational Foundation of N/S NCCPAP education program policies including refund policy and complaint

resolution policy, contact Etta Gelbien at 516-997-9500 or e-mail egelbien@ns-nccpap.org.  
   
Sponsor(s): ADP & United Mortgage

Location

The Mansion at Oyster Bay -TOB Golf Co
1 South Woods Road
1 South Woods Road
Woodbury, NY 11797