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Thursday, October 20, 2016 LiveMiddlesex/Somerset Chapter

ERISA, the DOL and Building a Better Retirement Plan: Updates and Best Practices (E1610719)

8:15 AM - 12:00 PM EDT

Registration: 7:30 AM EDT

Fairbridge Hotel and Convention Center (formerly Somerset Holiday Inn)

195 Davidson Avenue
Somerset , NJ 08873

2.0 CPE Credits in AA
2.0 CPE Credits in TX
This event is part of the Middlesex/Somerset Chapter Season Pass - 2016/17 event bundle.
NJCPA Food Drive


With the evolving rules from the DOL and new interpretations of ERISA, keep ahead of the changes. Learn how to structure a retirement plan that maximizes the benefit to plan participants while staying compliant.


CPAs, both public and private, and other interested individuals.


  • Learn how to structure retirement plans that are designed for the maximum benefit to the company and its employees
  • Learn the DOL audit focus areas
  • Gain an understanding of the new fiduciary standard rule and its impact
  • Earn 4 CPE credits.


In this session the following topics will be covered:
  • Best practices for 401k and other defined contribution plans
  • How to structure defined contribution and define benefit plans to attract and retain employees
  • Tax implications including how to structure defined benefit and defined contribution plans to maximize how much owners and key executives can contribute pre-tax.
  • Monitoring and Benchmarking pension plan performance
  • Record keepers and administration
  • Fee structure and benchmarking fees
  • Participant education
  • Audit requirements under ERISA
  • DOL Audit Preparedness
  • Fiduciary standard








Early Birds save $15 - late fee applied after 10/18. Season Pass holders must register for each course.

For handouts, please visit your My Events page. Handouts are added as received - remember to check back for updates.

Help Feed Those in Need:
The NJCPA Young CPAs Council is hosting a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.

Help Feed Those in Need
  • The NJCPA Emerging Leaders Council is hosting a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.


Brian Gregov

Brian Gregov, AIF, QKA

Vice President, Retirement Plan Solutions

Wealth Enhancement Group

Brian leads a highly qualified team and oversees the retirement plan governance and fiduciary responsibilities for his clients, along with their administration, operations and design. He has more than 20 years of broad experience working in retirement solutions, including managing plans for large, multi-hundred-million-dollar corporations as well as small businesses. Brian supports his clients by designing customized retirement plans that are focused on specific goals and needs. He also shares his knowledge through employee education programs to help plan participants navigate saving for retirement. Brian enjoys playing sports in his free time, and managing his son’s travel baseball team. He and his wife also have twin daughters.

Martin Hauptman

Martin D. Hauptman, CPA, J.D.


Mandelbaum Barrett PC

Martin D. Hauptman Esq., is a Partner in the Trusts & Estates, Tax and Corporate practice groups of Mandelbaum Salsburg, Roseland. His practice primarily focuses on ERISA, pension planning and administration, estate planning and administration, business succession planning, entity formations and planning (including corporations, LLCs, Partnerships, etc.), mergers and acquisitions, IRS and state tax representation, tax and probate litigation, as well as federal and state tax matters.

Mr. Hauptman is a Certified Public Accountant who has significant experience in the design, drafting and termination of qualified plans, sophisticated estate planning, and corporate and individual tax planning. He has represented clients before the Internal Revenue Service and state taxing authorities in complex tax matters, including audits of qualified plans and matters involving the I.R.S. closing agreement program. He has also in the past successfully concluded audits to prevent the disqualification of qualified plans; facilitated transfers of closely held businesses to create significant tax savings using ESOPs; developed creative corporate tax strategies for an airline, which resulted in substantial tax savings; and successfully negotiated with the Department of Labor to enable a profit sharing plan to invest in the employer’s business.

A member of the American Bar Association, the New Jersey State Bar Association and the NJCPA, he earned his J.D. from Rutgers University Law School.