Organização/Local de trabalho
Salem, NH United States
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...
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 401kVer mais
Usuários seguindo Adam Pozek
VP of Digital Strategy and Mktg Services na Pru...
Mermaid na Weeki Wachee Gardens, Florida
President na Levy & Associates
L. Gregg Johnson, EA, CFA®, CIMA®, AIF®
Principal, Consulting Pension Actuary na Pensio...•
Investment Advisor na CCF Registered Investment...
Member Board of Directors at Tlingit and Haida ...
The Idea Guy™ na The Idea Guy™•
Trabalha na State Farm
Retirement Plan Specialists na Fiduciary Plan G...•