Upcoming Seminars
September 12, 2012 (12 – 1:40 p.m.)| Creditor Protection for Tax Qualified Retirement Plans
National Institute of Pension Administrators (NIPA), Webinar by Richard A. Naegele, J.D., M.A.
October 25, 2012 (8 – 9 a.m.) | Retirement Plan Update
OSCPA, Cleveland Accounting Show, IX Center, Cleveland, OH by Richard A. Naegele, J.D., M.A.
October 25, 2012 (9:30 – 10:30 a.m.) | Plan Distributions
OSCPA, Cleveland Accounting Show, IX Center, Cleveland, OH by Richard A. Naegele, J.D., M.A.
October 28 – 31, 2012 | (1) Retirement Plan Loans; (2) Prevaling Wage Pension Plans
ASPPA Conference, Washington, DC by Richard A. Naegele, J.D., M.A.
November 2, 2012 | Pension & 401(k) Overview & Update
OSCPA, Cleveland, OH by Richard A. Naegele, J.D., M.A.
November 9, 2012 | Pension & 401(k) Overview & Update
OSCPA, Columbus, OH by Richard A. Naegele, J.D., M.A.
December 12, 2012 | Demystifying Employer Retirement Plans
OSBA, Columbus, OH by Richard A. Naegele, J.D., M.A.
December 19, 2012 | Demystifying Employer Retirement Plans
OSBA, Cleveland, OH by Richard A. Naegele, J.D., M.A.
Seminar Materials
The Group Annual Meeting, February 19 – 22, 2012, San Diego, California
Multi-Employer Pension Plan Withdrawl Liability by Richard A. Naegele, J.D., M.A.
Is Your Retirement Plan Really Safe? Protecting Qualified Plans and IRAs From Creditors by Richard A. Naegele, J.D., M.A.
Choice of Business Entity & Ohio Mechanics Lien Law by Richard A. Naegele, J.D., M.A.
2012 Retirment Plan Dollar Limits by Richard A. Naegele, J.D., M.A.
Pension and Profit-Sharing Plan Overview and Update by Richad A. Naegele, J.D., M.A.
Title Page and Table of Contents
Chapter 1 – Overview of Tax Qualified Retirement Plans
Chapter 2 – Keogh Plans, Top-Heavy Plans and Controlled Groups
Chapter 3 – 401(k) Plans
Chapter 4 – Distribution Planning for Qualified Retirement Plans and IRAs
Chapter 5 – Individual Retirement Accounts: A User’s Guide to the Varied World of IRAs
Chapter 6 – Loans from Tax Qualified Retirement Plans
Chapter 7 – Spousal Rights and Tax Qualified Retirement Plans
Chapter 8 – Plan Correction Methods – Internal Revenue Service and Department of Labor Voluntary Compliance Programs
Chapter 9 – Responsibilities of Qualified Plan Fiduciaries and Staying Out of Trouble: Prohibited Transactions
Chapter 10 – Employee Stock Ownership Plans (ESOP)
Chapter 11 – Multi-Employer Pension Plan Withdrawal Liability
Chapter 12 – Overview of Form 5500 Filing Requirements
Chapter 13 – Is Your Retirement Plan Really Safe? Protecting Qualified Plans and IRAs From Creditors
Chapter 14 – Cafeteria Plans, Fringe Benefits And COBRA
Cleveland Tax Institute: Employee Stock Ownership Plans (ESOP) by Richard A. Naegele, J.D., M.A.
ASPPA Annual Conference Workshop # 20 Audit Crossfire PowerPoint by Richard A. Naegele, J.D., M.A.
Creditor Protection of Retirement Plan Assets – PowerPoint by Richard A. Naegele, J.D., M.A.
Davis-Bacon Act Prevailing Wage Pension Plans – PowerPoint by Richard A. Naegele, J.D., M.A.
Retirement Plan Overview and Update by Richard A. Naegele, J.D., M.A.
