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

Stephanie Terry is a partner of Pinnacle Plan Designs 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