August Meeting
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"Retirement Plan Strategies for 2010"
You May EARN 1.5 CEU CREDITS FOR ATTENDING
May qualify for 1.5 CPE Credit(s). FPALA follows the CE guidelines specified in the California Board of Accountancy Regulations.
| Guest Speaker(s): |
Baylis R. Resnick, Vice President and Senior Pension Consultant
Amanda Asherson, APR, Pension Consultant
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| Date: | Wednesday, August 18, 2010 |
| Time: |
11:30 A.M. to 1:50 P.M. |
| Place: | The Proud Bird Restaurant
11022 Aviation Blvd., Los Angeles, CA 90045 |
| Reservations: | Reservations will be taken until August 13th.
To make your reservation, CLICK HERE.
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| Cost: | $30 for members pre-registered
$40 members at the door
$40 non-members pre-registered
$50 non-members at the door
Please note:
Reservations for the meetings must be made in writing and cannot be taken over the phone. You can either print the reservation form and fax it
to the office or register online. All meetings are held the third Wednesday of every month, unless otherwise noted. Cancellations must be made 72 hours
in advance to avoid being charged.
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| Program Schedule: | NOTE: Pre Luncheon Workshop Cancelled
| 11:30 AM | Registration & Networking |
| 11:45 AM | Lunch |
| 12:00 PM | Announcements & Chapter Business |
| 12:15 PM | Speaker Program |
| 1:30 PM | Q & A |
| 1:50 PM | Adjournment |
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| Program Description: | For business owners, a well-designed retirement plan can be a valuable tool to maximize corporate and personal tax deductions. Retirement plans are an essential part of a complete benefit package in today's job marketplace, as a means of attracting qualified employees and retaining those already on staff. This presentation will showcase some creative retirement plan designs that maximize tax savings to a company through the implementation of a qualified retirement plan.
Topics will include:
- Prevailing Wage Plans –How financial advisors and clients can cash in on the Government’s economic stimulus package.
- Supplemental Unemployment Benefit Trusts – A new “doorway” into new business.
- New combination DB/DC programs.
- More on exclusions of otherwise eligible employees from qualified plans and splitting plans.
- Bundled plans vs. unbundled plans –The plain truth.
- Cash balance vs. tiered defined benefit plans.
- Prospecting for new qualified retirement plan business.
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Speaker's bio(s):
 Baylis R. Resnick
Vice President and Senior Pension Consultant
Baylis has more than 40 years of experience in the Pension area comprising administration, plan design, sales and management. He is a frequent speaker at CPA, CFP, and Pension Industry Conferences and specializes in creative plan designs that maximize contributions to the favored group while controlling contributions to the other eligible employees. In 1990, Baylis joined Polycomp Administrative Services, Inc.
 Amanda Asherson, APR
Pension Consultant
Amanda Asherson brings over 15 years of professional experience in the financial services industry and a strong understanding of the qualified pension market to Polycomp. Before joining the team in 2006, she worked in qualified plan sales at ING Financial Advisers and Transamerica Retirement Services, where she acquired an extensive understanding of retirement plans and worked closely with financial advisors and business owners.
Amanda is a member of the National Institute of Pension Administrators and holds the Accredited Pension Representative (APR) Designation.
Amanda is a graduate of the University of California at Santa Cruz with a Bachelor of Arts degree.
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Consumers
Corporate Partners
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