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Seminars
Material -- Click Here |
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Upcoming
Seminars
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September 10-13, 2008 |
The Group Western Regional Meeting
Lake Tahoe, Nevada by
Richard A. Naegele, J.D., M.A. |
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September 17, 2008 |
Pension Update
IX Center, Cleveland, Ohio by
Richard A. Naegele, J.D., M.A.
For more information go to
www.ohioscpa.com/
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September 19, 2008 |
Pension and Profit Sharing Plan Overview and
Update
Indianapolis, Indiana by
Richard A. Naegele, J.D., M.A.
For more information go to
www.incpas.org.
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October
17, 2008 |
Pension and Profit Sharing Plan Overview and
Update
Toledo, Ohio by
Richard A. Naegele, J.D., M.A.
For more information go to
http://www.ohioscpa.com/
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October
22, 2008 |
Retirement Plan Update
and Design Options
Fairlawn Hilton,
Akron, Ohio by
Richard A. Naegele, J.D., M.A.
For more information go to
http://www.ohioscpa.com/
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October
31, 2008 |
Pension and Profit Sharing Plan Overview and
Update
Cleveland, Ohio by
Richard A. Naegele, J.D., M.A.
For more information go to
www.ohioscpa.com/
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November 7, 2008 |
Demystifying Employer Retirement Plans
Columbus, Ohio by
Richard A. Naegele, J.D., M.A.
For more information go to
http://www.ohiobar.org/
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December 11, 2008, 10:15-11:45 a.m. |
Retirement
Plan Update
OSCPA Mega
-Tax Conference, Columbus, Ohio
by
Richard A. Naegele, J.D., M.A.
For more information go to
www.ohioscpa.com/default.asp |
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December 22, 2008 |
Demystifying Employer Retirement Plans
Cleveland, Ohio by
Richard A. Naegele, J.D., M.A.
For more information go to
http://www.ohiobar.org/ |
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Seminar Materials |
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Pension Update |
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OSCPA Firm Management Group, Cleveland, Ohio
Airport Holiday Inn, May 13, 2008 by
Richard A. Naegele, J.D., M.A. |
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Retirement Plan Overview and Update |
Chart 2 - Comparison of Types of Tax-Qualified
Retirement Plans |
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Chart 1 - Individual Retirement Accounts as Exempt
Property |
Chart 3 - Retirement Plan Dollar and Percentage Limits |
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Creative Pension & Benefits Seminar |
Presented at
The Ohio State University Department of
Continuing Education, Fawcett Center,
Columbus, Ohio, May 2, 2008 by
Richard A. Naegele, J.D., M.A.
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Seminar Outline - Responsibilities of
Qualified Plan Fiduciaries - Including Fee
Disclosure |
Seminar Outline - Plan Document Updates -
EGTRRA and Beyond |
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OSCPA North Central Chapter Meeting (Pension
Update) |
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Presented in
Mansfield, Ohio, April 22, 2008 by
Richard A. Naegele, J.D., M.A. |
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Retirement Plan Overview and Update |
Chart 2 - Comparison of Types of Tax-Qualified
Retirement Plans |
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Chart 1 - Individual Retirement Accounts as Exempt
Property |
Chart 3 - Retirement Plan Dollar and Percentage Limits |
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Mega Tax Conference
Presentation Materials |
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Presented OSCPA Mega Tax Conference, Columbus, Ohio,
November 8, 2007 by
Richard A. Naegele, J.D., M.A. |
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Distribution For Qualified Retirement Plans and IRAs |
Retirement Plan Update and Pension Protection Act |
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Retirement Plan Update - Chart 1 |
Retirement Plan Update -- Chart 2 |
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Retirement Plan Update -- Chart 3 |
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Spousal Rights and Tax-Qualified Retirement Plans |
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Presented
at ASPPA Benefits Council, Cleveland, Ohio, November 6,
2007 by
Richard A. Naegele, J.D., M.A. |
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#77 Retirement Planning
Options and Update and #85: 401(K) Plans/Creditor
Protection Of Retirement Plans |
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Presented
at OSCPA Ohio Accounting Show, Cleveland, Ohio,
September 20, 2007 by
Richard A. Naegele, J.D., M.A. |
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Retirement Planning |
Chart 1 |
Chart 2 |
Chart 3 |
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"All Things Roth" and
Update on Creditor
Protection for Retirement Plans and IRAs |
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Presented
at The Group Meeting, Yountville, California, September
5 - 7, 2007 by
Richard A. Naegele, J.D., M.A. |
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The ABCs and XYZs For The Denists (2006) |
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Ohio
State University, Columbus, Ohio by
William P. Prescott, M.B.A., J.D. |
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Pension & Profit Sharing Plans - Overview
and Update, 2007 |
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Presented at Ohio Society of Certified Public
Accountants Seminar
Richard A.
Naegele, J.D., M.A. |
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Title Page |
Table of
Contents |
Chapter 1 - Overview
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Chapter 1 - Chart 1
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Chapter 1 - Chart 2
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Chapter 1 -
Chart 3
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Chapter 2 - Keoghs
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Chapter 3 - 401(k)
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Chapter 4 - Distributions
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Chapter 5 - IRA
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Chapter 6 - Loans
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Chapter 7 - Spousal Rights
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Chapter 8 - Voluntary Compliance
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Chapter 9 - Fiduciary
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Chapter 10 - ESOP
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Chapter 11 -
Multi-Employer |
Chapter 12 - Form 5500
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Chapter 13 - Creditors
Rights |
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Chapter 14 - Fringe
Benefits |
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Retirement Plan Options (as part of panel
discussion on Business Tax Planning)
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Advanced Federal Tax Planning Symposium,
Columbus, Ohio, October 18, 2006 by
Richard A. Naegele, J.D., M.A. |
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•Is Your
Retirement Plan Really Safe? Protecting Qualified
Plans and IRAS from Creditors
•ERISA
Fiduciary Issues/Avoiding and Dealing with Prohibited
Transactions
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Presented at the Creative Pension & Benefits Seminars,
Columbus, Ohio, May 5, 2006
Richard A.
Naegele, J.D., M.A. |
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Is Your Retirement Plan
Really Save? |
Involuntary Cash-Out Automatic IRA Rollovers |
ERISA Fiduciary Issues |
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Public Record
Custodian Responsibilities After A Request Has Been Made, October, 2002 |
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Public
Records Quick Reference Guide |
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by
Wickens, Herzer, Panza, Cook & Batista Co., A Legal
Professional Association |
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A
View From The Newsroom: Sunshine Laws - Outlook Still Cloudy, October 18,
2002 |
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Presented at 2002 Law & Media Conference by
William F. Kolis,
Jr. |
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A
View From The Newsroom: Sunshine Laws - Outlook Still Cloudy, October 19,
2001 |
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Presented at 2001 Law & Media Conference by
William F. Kolis,
Jr. |
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