January 22, 2020
Coming Full Circle: Compensation for
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:
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:
Stephanie received her Bachelor of Science in Business Administration at the University of Arizona,
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.
Direct Questions To:
PO Box 13Parker, CO 80134720-819-7619