Making Sense of Retirement Plans-An Hour of Fun with Food

When
Tuesday, July 24, 2018
6:00 PM - 8:30 PM
Location
Apollonia Bistro
Spaces left
4
Registered
17 registrants

Registration

Early Registration - Member – $28.00
Register at least 5 days prior to the meeting to receive this discounted rate. Because of the need to guarantee the count of people to the restaurant, we are unable to provide refunds if you are unable to attend.
Early Registration - Non-Member – $36.00
Register at least 5 days prior to the meeting to receive this discounted rate. Because of the need to guarantee the count of people to the restuarant, we are unable to provide refunds if you are unable to attend.
Late Registration – $45.00
Because of the need to guarantee the count of people to the restaurant, we are unable to provide refunds if you are unable to attend.

Registration is closed

Please join us for our next BGSD monthly meeting on Tuesday, July 24th at 6 p.m. Our meeting location is Apollonia Bistro in UTC. Scott Ann (“Scottie) Setzer, Senior Pension Consultant with Polycomp Administrative Services, will be speaking on “Making Sense of Retirement Plans – Bookkeeper Nightmares at No Extra Cost!” Scottie has more than 45 years of experience and expertise in employee benefits consulting. She will touch on such topics as:

From Zero to Hero!

· A brief rundown – IRA to Defined Benefit

Who’s your Employer?

· Controlled, Related, and Affiliated Employers

o Including a brief review of why marriage can be a downer.

Only when it comes to controlled groups in California.

I Really Care, So Does the IRS and So Should You

· Most Common Retirement Plan Related Mistakes – The IRS & DOL are looking

o 401(k)/403(b) salary deferral deposit timing.

o Who is an eligible employee?

o Wages and the census report.

When compensation is not compensation.

o But “they” said I could.

o 5500 is not just a number.

About Our Speaker

Scottie has given thousands of presentations to both large and small groups consisting of privately and publicly held corporations, CPAs, attorneys, financial advisors, employers and employees. She began her career developing benefit programs for employers and eventually made the transition into sales and consulting. July 2018 marks Scott’s 30 year anniversary with Polycomp Administrative Services, Inc. Scott has extensive training with the National Institute of Pension Administrators (NIPA), American Society of Pension Professionals and Actuaries (ASPPA), and American Law Institute-American Bar Association (ALI-ABA). Scott is a member of the San Diego Chapter of the Western Pension & Benefit Council and is a member of the National Institute of Pension Administrators (NIPA) and the National Speakers Association. Scott Ann is a frequent speaker at industry events.

Scott graduated with a Bachelor of Arts in Sociology from California State University, Sacramento, where she pursued her MBA before jumping into the employee benefits field.

Registration through 07/19/2018 is $28.00 for Members and $36.00 for Associate Members. It includes a three-course meal and educational presentation. For late registration on or after 07/20/2018, the event fee is $45.00. The fee must be prepaid at the time of registration. Unfortunately, refunds are not available to those who register but are unable to attend. Due to limited space and the restaurant’s requirements, walk-ins without registration cannot be accommodated. Space is limited; please don’t delay. Register today.

Also, please put the August meeting on your calendar – Tuesday, August 28 - where we will get updates about the BOE from speaker Kathleen Chadwick, Assistant Tax Service Specialist, California Department of Tax and Fee Administration.