Events Search
  Summary & Check Out (0)
Thursday, May 2, 2024 Live Webcast

Business & Industry Professionals Interest Group Meeting & Technical Session (E2405078)

8:00 AM - 9:30 AM EDT

Registration: 8:00 AM EDT

webcast

Zoom

1 CPE Credits in SK

OVERVIEW

This session is specifically designed to provide useful guidance on retirement plans for the finance team of small to midsize businesses.

 

DESIGNED FOR

members of the Business & Industry Professionals Interest Group

HIGHLIGHTS

Some topics that will be discussed include:

  • SEP, SIMPLE, 401(k), Profit Sharing, Cash Balance: What type of qualified plan(s) is right for my business?
  • My accountant handles our SEP. So I'm all set, right?
  • What is "Plan Design", and why does it matter?
  • Do I need a TPA? What do they do? Aren't all TPA's crunching the numbers in the same way?
  • Will I be forced into a state sponsored plan, and if so, what does that mean for my business?
  • COURSE LEVEL

    Basic

    INSTRUCTOR

    Thomas Hoens

    Thomas W. Hoens, CPA, CGMA

    Chief Operating Officer

    The MandMarblestone Group LLC

    Since 2011, Thomas W. Hoens has served as the Chief Operating Officer of the MandMarblestone Group llc, a leading provider of legal, actuarial, and third-party administration services for qualified retirement plans. As COO, Tom worked closely with the partners and staff to restructure workflow to drive a paperless and ‘location agnostic’ transition. These changes helped the company grow its client base by over 50% with no increase in total staff while being able to attract high-quality talent in California, Florida, and Massachusetts. Hoens also previously co-managed a team of thirty forensic accountants investigating and restating sixteen years of financial statements for a publicly held company charged with backdating stock options. Prior to this, he was CFO of a specialty insurance company and the co-manager of Industrial ratings at Fitch Investors Service. Hoens earned his Bachelor of Science in Accounting from Lehigh University.

    PRICING

    $0.00 - Member

    $50.00 - Nonmember

    Pre-Registration Closed

    Online pre-registration for this event is now closed.

    ADDITIONAL OPTIONS

    Print a registration form

    COURSE DEVELOPER

    New Jersey Society of CPAs