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ASPPA Benefits Council Greater Cincinnati - Home Page

ASPPA Benefits Council Greater Cincinnati

http://www.asppacincinnati.com/

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CONTACTS AT ASPPACINCINNATI.COM

ASPPA Benefits Council Greater Cincinnati

Donna Lee

232 T●●●●●Court

New●●●ern , North Carolina, 28562

United States

(252)●●●●●-2300
do●●●@benefit-insights.com

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ASPPA Benefits Council Greater Cincinnati

Donna Lee

232 T●●●●●Court

New●●●ern , North Carolina, 28562

United States

(252)●●●●●-2300
do●●●@benefit-insights.com

View this contact

ASPPA Benefits Council Greater Cincinnati

Donna Lee

232 T●●●●●Court

New●●●ern , North Carolina, 28562

United States

(252)●●●●●-2300
do●●●@benefit-insights.com

View this contact

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ASPPA Benefits Council Greater Cincinnati - Home Page | asppacincinnati.com Reviews

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1

ASPPA Benefits Council Greater Cincinnati - Professional Links

http://www.asppacincinnati.com/links.htm

This page has been added to our website to help users stay connected to the world of employee benefits. Please use the links listed on this page to access ASPPA as well as other retirement industry resources. If you have any questions or comments regarding future programs, or have a desire to present at one of our future events, please Contact Us. Please click on the logo to visit the web site. 2007-2013 ASPPA Benefits Council Greater Cincinnati.

2

ASPPA Benefits Council Greater Cincinnati - How do I Join?

http://www.asppacincinnati.com/join.htm

Becoming a Member of your local ASPPA Benefits Council keeps you connected! Your sustained membership means continued access to many valuable resources, and staying connected is essential to success in today's complex and ever-changing world of retirement plan services. Benefits of membership include:. The opportunity to attend events featuring local and national speakers at a discounted rate. The ability to learn while you earn continuing professional education (CPE) credits. Membership benefits include...

3

ASPPA Benefits Council Greater Cincinnati - 2015 Program Events

http://www.asppacincinnati.com/events-current.htm

Programming events are one of the greatest strengths of our chapter, and they are at the heart of what the ASPPA Benefits Council (ABC) of Greater Cincinnati represents, which is to benefit the community served. We maintain a full calendar of events throughout the year, which not only inform our members when new developments are taking shape but also help to identify any overall trends within the retirement plan industry. Click on Topic to View Description. 8:00 am - 10:30 am. 8:00 am - 10:30 am. Richard...

4

ASPPA Benefits Council Greater Cincinnati - Board of Directors

http://www.asppacincinnati.com/board.htm

If you have any questions regarding our organization, please feel free to Contact Us. Or any member of our Board via e-mail. David Swaney, QPA, QKA. Is currently an Account Manager with The Standard. David has over 20 years of experience in the financial and retirement plan services industry. He has worked in various roles including testing, relationship management, and implementations. John P. Stebbins, QKA, QPA. Past President/ASPPA National Liaison:. Jayne L. Gaffney, QPA,. Gina R. Stebbins, QKA,.

5

ASPPA Benefits Council Greater Cincinnati - Home Page

http://www.asppacincinnati.com/index.html

How do I Join? Welcome to the ASPPA Benefits Council (ABC) of Greater Cincinnati, where our Members come to gain knowledge, offer expertise, and share their experiences within the diversified and highly regulated retirement benefits industry. On a national level, ASPPA represents the collaboration of some of the most committed individuals working in the retirement plan industry those who are dedicated to the services that benefit the working American. To become a Corporate Member.

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CLIENT TESTIMONIALS | home

http://tri-stateplan.com/home/clients

HISTORY & MISSION. LETTERS & NUMBERS. Our clients are not a number to us. They are highly valued and cared for business partners that we take the time to know and understand. Our expertise is providing custom plan solutions to businesses that align with our values of honesty, transparency and integrity, allowing us to help our clientele attract and keep talented employees while fostering a strong financial future for engaged business owners. 30 Garfield Place, Suite 520. Cincinnati, OH 45202-4368.

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NEWSROOM | home

http://tri-stateplan.com/home/newsroom

HISTORY & MISSION. LETTERS & NUMBERS. Tips for Plan Sponsors. Cost of Living Adjustments. Third Party Administrator (TPA). Why Retirement Plan Sponsors Need To Care About Plan Design. Ary Rosenbaum, Esq – Would you leave money on the table for the government to take instead? Would you not maximize your retirement savings because your accountant or third party administrator (TPA) told you that you had to give the same amounts to your other plan participants? Continue reading →. Tips for Plan Sponsors.

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LEADERSHIP | home

http://tri-stateplan.com/home/leadership

HISTORY & MISSION. LETTERS & NUMBERS. TPA combines a quarter century of experience with personalized service to administer retirement plans that work for your business. 100% of our senior administrators are certified by ASPPA, NAPA, hold CPA credentials, and/or have 20 or more years of industry experience. Every member of our team participates regularly in seminars, conferences, and webinars to remain current with new rules and regulations and to learn new technology. Laura Murrer, CPA.

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LPK | home

http://tri-stateplan.com/home/portfolio/lpk

HISTORY & MISSION. LETTERS & NUMBERS. Dennis Geiger, CFO. 30 Garfield Place, Suite 520. Cincinnati, OH 45202-4368. PHONE: 513.651.1880. FAX: 513.651.9565. Ary Rosenbaum: Guide To Choosing A TPA Firm. American Benefits Council: 401(k) Fast Facts. ASPPA: Retirement Savings Tax Incentives. ASPPA: Employer-Based Retirement Savings Work. ASPPA: 401k Myths and Facts Infographic. ASPPA: Save My 401k Fact Sheet. 2014 COLA 401(k) Profit Sharing Plan Limitations.

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Scott Grosser | home

http://tri-stateplan.com/home/portfolio/scott-grosser

HISTORY & MISSION. LETTERS & NUMBERS. Scott Grosser, CPA. 30 Garfield Place, Suite 520. Cincinnati, OH 45202-4368. PHONE: 513.651.1880. FAX: 513.651.9565. Ary Rosenbaum: Guide To Choosing A TPA Firm. American Benefits Council: 401(k) Fast Facts. ASPPA: Retirement Savings Tax Incentives. ASPPA: Employer-Based Retirement Savings Work. ASPPA: 401k Myths and Facts Infographic. ASPPA: Save My 401k Fact Sheet. 2014 COLA 401(k) Profit Sharing Plan Limitations.

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HISTORY & MISSION | home

http://tri-stateplan.com/home/history-mission

HISTORY & MISSION. LETTERS & NUMBERS. HISTORY & MISSION. Our history began in 1987 when Laura Murrer. Founded TPA to provide high quality administration to meet the needs of small and medium-sized companies. These businesses had not been well served, even overlooked, by the one-size-fits-all approach of most administration firms and bundled providers. 30 Garfield Place, Suite 520. Cincinnati, OH 45202-4368. PHONE: 513.651.1880. FAX: 513.651.9565. 30 Garfield Place, Suite 520. Cincinnati, OH 45202-4368.

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A&A Safety | home

http://tri-stateplan.com/home/portfolio/aa-safety

HISTORY & MISSION. LETTERS & NUMBERS. Carol Burchfield, Accounting Manager. 30 Garfield Place, Suite 520. Cincinnati, OH 45202-4368. PHONE: 513.651.1880. FAX: 513.651.9565. Ary Rosenbaum: Guide To Choosing A TPA Firm. American Benefits Council: 401(k) Fast Facts. ASPPA: Retirement Savings Tax Incentives. ASPPA: Employer-Based Retirement Savings Work. ASPPA: 401k Myths and Facts Infographic. ASPPA: Save My 401k Fact Sheet. 2014 COLA 401(k) Profit Sharing Plan Limitations.

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ADMINISTRATION | home

http://tri-stateplan.com/home/retirement-plan-administration

HISTORY & MISSION. LETTERS & NUMBERS. E know that your business, not retirement pl. An administration, is your main focus. Administering retirement plans, however, is our. Focus We provide accurate and timely administration services to keep your plan from becoming a burden. Compliance can be a challenge, especially for closely held businesses. Our team of experts assists with your plan administration – the day-to-day operations – so your plan is compliant with federal regulations. ASPPA: Retirement Savin...

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LETTERS & NUMBERS | home

http://tri-stateplan.com/home/letters-numbers

HISTORY & MISSION. LETTERS & NUMBERS. LETTERS & NUMBERS. The following is a general list of common retirement terms, letters, and numbers associated with retirement plan design, implementation and administration. This page contains general material for informational purposes only and does not constitute the rendering of legal, tax, investment or accounting advice. Source: DOL and IRS Publications. 415(c) Annual Addition Limit. An IRS form to report withheld federal income tax from non-payroll payments, i...

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IMPLEMENTATION | home

http://tri-stateplan.com/home/plan-implementation

HISTORY & MISSION. LETTERS & NUMBERS. With a customized plan document, your choice of investments selected with your own financial adviser, and legal documents adopted, your company will be ready to start its journey to building a strong retirement. We work with you, in conjunction with your other advisors, to communicate the plan to your employees and to establish the procedures to operate it properly. Questions About Plan Implementation? 30 Garfield Place, Suite 520. Cincinnati, OH 45202-4368.

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Getting Ready for C-4

Getting Ready for C-4. Wednesday, November 12, 2008. Part A., Definition of a separate line of business. Part B., Definition of a qualified separate line of business. Definition in this chapter. 2Notice requirement. The IRS is empowered to prescribe the notice requirements for an employer that makes a QSLOB election for testing purposes. See Treas. Reg. §1.414(r)-4(c). An employer must provide notice to the IRS when it elects to use QSLOB testing, and also when it revokes suc...2aElection is made by fili...

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ASPPA Benefits Council Greater Cincinnati - Home Page

Interested in getting your company’s name in front of the largest organization of retirement professionals in the Tri-State? The Greater Cincinnati ABC is looking for sponsors. Please click here for more information. How do I Join? Welcome to the ASPPA Benefits Council (ABC) of Greater Cincinnati, where our Members come to gain knowledge, offer expertise, and share their experiences within the diversified and highly regulated retirement benefits industry. To become a Corporate Member.

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