Upcoming Seminars
September 12, 2012 | Creditor Protection for Tax Qualified Retirement Plans
National Institute of Pension Administrators (NIPA), Webinar by Richard A. Naegele, J.D., M.A.
October 24 – 25, 2012 | (Topic TBA)
OSCPA, Cleveland Accounting Show, IX Center, Cleveland, OH by Richard A. Naegele, J.D., M.A.
October 28 – 31, 2012 | (Topic TBA)
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, Toledo, 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
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.
Is Your Retirement Plan Really Safe by Richard A. Naegele, J.D., M.A.
Retirement Plan Overview and Update by Richard A. Naegele, J.D., M.A.
