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ONLINE WEBINAR: Coming Full Circle: Compensation for Self-Employed Individuals

  • 22 Jan 2020
  • 10:00 AM - 11:40 AM (PST)


Registration is closed


January 22, 2020

Coming Full Circle: Compensation for

Self-Employed Individuals

 The Presentation: 

Every practitioner in the retirement plan space knows accurate compensation information is crucial to a plan’s compliance work.  Calculating a self-employed individual’s (SEI’s) compensation presents unique challenges, from its circular nature to obtaining necessary data and beyond.  Attendees will leave this session with a thorough understanding of the calculations.  We’ll review:

  • What information is needed
  • Examples related to DC, DB and combo designs
  • Tips for communicating with plan sponsors and their CPAs
  • Consulting issues unique to SEIs

Our Speaker: Stephanie Terry, CPA, QPA, QKA

Stephanie Terry is a partner of the firm and manages the ongoing administration of a wide range of qualified retirement plans. Stephanie’s 20 years of industry experience (with a special emphasis on plan operations, compliance, and reporting) equips her to lead Pinnacle’s administration of both defined benefit and defined contribution plans.

Stephanie's area of specialty include:

  • Cash Balance Defined Benefit Plans
  • Traditional Defined Benefit Plans
  • 401(k) Plans
  • Profit Sharing Plans
  • Combination Plans

Stephanie received her Bachelor of Science in Business Administration at the University of Arizona, 

Continuing Education: 

  • 2 CE for AIF Certification (pending)
  • 2 CE for ASPPA certifications
  • 2 CEC for NIPA certifications
  • 2 CPE for CEBS
  • 1.75 hours MCLE for California attorneys
  • 2 hours for California CPAs
  • 2 hours for Certified Financial Planners (pending)
  • 2 hours CRPS (pending)
  • 2 hour for ERPA and Enrolled Agents 
  • 2 CE JBEA certifications

  Early bird Cost: $65 for members, $90 for non-members. For those who cannot attend the live webinar broadcast, a recording of the webinar will be available within one week of the live webinar date. To register to receive a link to the webinar recording, just go through the regular registration process and a link will be sent to you via e-mail as soon as it is available. Please follow the link below to register using a credit or debit card.

A Special Thank You to Our Sponsors


Please feel free to reach out to WP&BC with any questions.

Direct Questions To:




PO Box 13
Parker, CO 80134

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