Retirement Plan Blog

Last month, I wrote about the importance of correcting classifying your workers: independent contractors or employees. The IRS publication to which I included a link told you the rules. Now here is an opportunity to learn in a very practical way how to win audits on independent contractor status from Nancy Joerg, a shareholder and senior attorney, in the law firm of Wessels & Pautsch, P.C., a Midwest-based law firm that represents employers in labor and employment matters. Ms. Joerg is conducting a teleconference on Thursday, February 15, 2006, called "How to Win IDES Audits on Independent Contractor Status".

The IDES, the Illinois Department of Employment Security, is the Illinois state agency that audits companies to see whether their workers should be reclassified from independent contractor status to employee status. While the focus is obviously Illinois companies, non-Illinois employers may also find this teleconference helpful.

"GUARDIAN UNIVERSITY"
Tuesday, November 7, 2006

Lanny D. Levin Agency, Inc,
presents

Pension Protection Act of 2006:
Challenges and Opportunities
(3 hours CE credit applied for)

Speakers:
Jerry Kalish, National Benefit Services, Inc.
Lanny D. Levin, CLU, ChFC, LANNY D. LEVIN AGENCY, Inc.

Some of the topics:

• Extension of EGTRRA Provisions
• Retirement Plan Provisions
• Long Term Care Provisions
• New 401(k) Safe Harbors
• New Rules on Taxation of Employer-Owned Life Insurance
• Charitable Rollover Rules
• New Distribution Rules for Non-Spousal Beneficiaries

Here is the link to the registration form (PDF), or
Call Phyllis Scholnick (847) 266-2243 or Email phyllis_scholnick@levinagency.com

Here is the information on the webcast I will be presenting for Lorman Educational Services, a leading provider of continuing educational programs in the United States and Canada.

Managing Your 401(k) Plan: Current Considerations and New Challenges
Date: Tuesday, October 10, 2006
Time: 1:00 pm ET (12:00 pm CT, 11:00 am MT, 10:00 am PT)
Length: 1 hour 30 minutes
Agenda:

• Current fiduciary issues
• Current operational issues
• Current regulatory concerns
• Year End Planning
• Overview of the recently passed Pension Protection Act of 2006

I will conducting a workshop for the Associates of New England Financial on Friday, September 8, 2006. The Associates of the Northbrook, IL firm specialize in personal and business financial programs, with emphasis on estate growth, wealth accumulation strategies, minimizing taxes, employee benefits, and maintenance of business interests.

My topic will be Targeting The Retirement Plan Market focusing on how Associates can help business owners accomplish their retirement plan objectives and in the process:

• Add value to client relationships
• Prospect, qualify and close retirement plan business
• Use retirement plans to grow individual clients
  

I'm active providing continuing education seminars, a number of which are sponsored by The Lanny D. Levin Agency, a Guardian General Agency, for its brokers. Here is an abbrevated version of my recent Roth 401(k) presentation (PDF download) requested by a number of brokers unable to attend.

Thanks again to Lanny Levin, the Agency's owner, for the opportunity to present.