Apr 6/Melville, NY - Retirement Plans for NY Attorneys

Ary D Rosenbaum will be teaching a free course on retirement plans for New York attorneys on April 6, 2011 in Melville. Sponsored by Esquire Bank and Janney Montgomery Scott. The details on when, where, and how to RSVP can be found here: http://www.esquirebank.com/attorney-banking/services/cle-seminars.html This program will provide attendees an introduction to 401K and other popular retirement plans, as well as tips for attorneys to consider when advising their clients about:qualified and non-qualified retirement plans, -defined contribution and defined benefit plans. The course examines who qualifies as "employer" for the purposes of establishing a qualified employee retirement plan and reviews The Ratio Percentage and Average Benefits Tests, two basic tools for determining plan eligibility and coverage. The presentation concludes with a discussion of fiduciary responsibility. Speakers: Ary D. Rosenbaum, The Rosenbaum Law Firm, PC Todd J. Geller, Janney Montgomery Scott, LLC Time: 8:00-8:30am--Coffee/Registration; 8:30-9:30am--Seminar Location: Janney Montgomery Scott, LLC 324 South Service Road, Ste 100, Melville, NY 11747 MORE: http://therosenbaumlawfirm.com/blog/?p=325 http://www.esquirebank.com/attorney-banking/services/cle-seminars.html