New Developments in Qualified Retirement Plan Design

WEDNESDAY, OCTOBER 26, 2016

The Cornell Club of New York

 6 East 44th Street (between 5th and Madison Avenue)

Hosted by Elena Mitronich, Controller

MEETING FORMAT

Cocktails 5:30 – 6:00 pm | Presentation 6:00 – 7:00 pm | Dinner 7:00 – 8:00 pm

COST

Members - $85.00 (check) and $90.00 (credit card)

Non-Members - $100.00 (check) and $105.00 (credit card)

Cancellation Policy: 72 hours prior to the event

Credit card payments are accepted the day of the event, only at the door

Submit registrations by email to Estigia Cruz at hftpnyc@gmail.com prior to October 19. See attached for complete details.

TOPIC

New Developments in Qualified Retirement Plan Design

Presented by Andrew E. Roth, Partner of Danziger & Markhoff LLP and William Miller, Chief Enrolled Actuary and Technical Director of the Pension Administration Department of Danziger & Markhoff LLP

LEARNING OBJECTIVES

Types of qualified retirement plans

2016 Contribution limits:

What is the maximum amount that can be contributed on a participant’s behalf?

Limiting staff costs

Coordinating 401(k) plans and profit-sharing plans as a strategy to reduce staff costs

Timing for 401(k) contribution deposits

Average Deferral Percentage Test

Pros and cons of Roth 401(k)s

Cash balance plans

State-of-the-art defined benefit plans which will enable key employees to substantially increase their contributions.

Traditional defined benefit plans

Prior service design

Accumulation design

Split plan design


SPEAKER BIOGRAPHY

Andrew E. Roth is a partner of Danziger & Markhoff LLP with over 30 years of experience as an ERISA attorney.  He is a frequent lecturer in the areas of pension, profit-sharing and employee benefits law.  He has substantial experience in designing and implementing qualified plans for business owners that maximize deductible contributions on their behalf.  His services include designing, drafting and obtaining IRS qualification for a broad range of defined contribution and defined benefit plans, as well as ensuring their continued compliance with applicable law.

Mr. Roth attended University College of Arts and Science of New York University (BA 1975) and graduated magna cum laude from Brooklyn Law School (JD 1981).  Mr. Roth also received an LLM in Taxation from New York University School of Law (1982).  He is admitted to practice before the U.S. Tax Court, the Federal District Courts for the Southern and Eastern Districts of New York and is a member of the New York State Bar Association.

William Miller is the Chief Enrolled Actuary and Technical Director of the Pension Administration Department of Danziger & Markhoff LLP.  He counsels individuals, professional corporations and business owners in connection with the design and operation of their retirement plans.  He works closely with the firm's pension department to maximize the tax and financial benefits of retirement plans.

At the plan design stages, he consults with clients to determine tax, financial and business goals relevant to the plan, and formulates alternative models demonstrating the plan costs under a range of options.  Mr. Miller also consults with clients who have existing retirement plans to ensure the reliability of the cost projections and evaluate options in structure and contribution levels.

Mr. Miller is a graduate of Queens College and earned his M.S. in Quantitative Analysis with a specialization in Actuarial Science from New York University.  He is an Enrolled Actuary and is a member of the American Society of Pension Professionals & Actuaries and the American Academy of Actuaries.  Mr. Miller has been employed by Danziger & Markhoff LLP for over 35 years.

Wednesday Oct 26, 2016 5:30 PM
Wednesday Oct 26, 2016 8:00 PM
Location : The Cornell Club of New York
Coordinator : John Hyland, President and the NYC Chapter Board of Directors
Address:
6 East 44th Street (between 5th and Madison Avenue)
New York NY USA
Members Only : No
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