Personal Information
Organização/Local de trabalho
Salem, NH United States
Cargo
Partner
Sobre
Adam works with business owners, executives and their other professional advisors on issues related to qualified retirement plans. His specialties include:
• Customized plan design
• Assessment of benefit programs in the context of mergers and acquisitions
• Voluntary correction of plan errors via the IRS and DOL correction programs
• Representation of clients in IRS and DOL examinations
• Consultation with plan fiduciaries to assist in establishment and documentation of processes
Adam is actively involved with the American Society of Pension Professionals and Actuaries ("ASPPA") where he serves on the Executive Committee, Board of Directors and the Government Affairs Commit...
Marcadores
401(k)
erisa
retirement plan
fiduciary
pension
adp testing
acp testing
employee benefit
cpa
auditor
iqpa
loan
prohibited transaction
qualified plan
multiple employer plan
asppa
mep
department of labor
dropbox
billing
mobile computing
technology
apps
circular 230
ethics
cash balance
health insurance
disability insurance
ira
eaca
twitter
social media
linkedin
financial services
retirement
new comparability
401k
Ver mais
Apresentações
(22)
Ver tudo
Documentos
(2)
Gostaram
(1)
Overview of Employee Benefits (DWC University - Workshop #1)
Adam Pozek
•
Há 11 anos
Apresentações
(22)
Ver tudo
Documentos
(2)
Gostaram
(1)
Overview of Employee Benefits (DWC University - Workshop #1)
Adam Pozek
•
Há 11 anos
Personal Information
Organização/Local de trabalho
Salem, NH United States
Cargo
Partner
Sobre
Adam works with business owners, executives and their other professional advisors on issues related to qualified retirement plans. His specialties include:
• Customized plan design
• Assessment of benefit programs in the context of mergers and acquisitions
• Voluntary correction of plan errors via the IRS and DOL correction programs
• Representation of clients in IRS and DOL examinations
• Consultation with plan fiduciaries to assist in establishment and documentation of processes
Adam is actively involved with the American Society of Pension Professionals and Actuaries ("ASPPA") where he serves on the Executive Committee, Board of Directors and the Government Affairs Commit...
Marcadores
401(k)
erisa
retirement plan
fiduciary
pension
adp testing
acp testing
employee benefit
cpa
auditor
iqpa
loan
prohibited transaction
qualified plan
multiple employer plan
asppa
mep
department of labor
dropbox
billing
mobile computing
technology
apps
circular 230
ethics
cash balance
health insurance
disability insurance
ira
eaca
twitter
social media
linkedin
financial services
retirement
new comparability
401k
Ver mais