Adam Pozek
24 SlideShares 0 Clipboards 22 Followers 110 Folgens
Personal Information
Unternehmen/Arbeitsplatz
Salem, NH United States
Beruf
Partner
Webseite
www.pozekonpension.com
Info
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...
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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
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Präsentationen (22)
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Power of plan design
Vor 11 Jahren • 402 Aufrufe
The Business of Being A TPA
Vor 11 Jahren • 334 Aufrufe
Social Media: What Comes Next
Vor 11 Jahren • 1092 Aufrufe
Putting Cheap Technology To Work For You
Vor 11 Jahren • 442 Aufrufe
Safe Harbor 401(k) Plans: Where Are They Now?
Vor 11 Jahren • 928 Aufrufe
Did You Notice: DC Plan Communications
Vor 11 Jahren • 449 Aufrufe
Automatic Enrollment & QDIA: Practical or Not?
Vor 11 Jahren • 1126 Aufrufe
Overview of Employee Benefits (DWC University - Workshop #1)
Vor 11 Jahren • 568 Aufrufe
Aristotle & ERISA: A Case Study Approach to Ethical Dilemmas in Being A Benefits Professional
Vor 9 Jahren • 1104 Aufrufe
Using Cheap Technology to Improve Your Bottom Line
Vor 9 Jahren • 484 Aufrufe
Fun with MEPs
Vor 9 Jahren • 1050 Aufrufe
Employee Benefit Plan Audits: Collaboration Not Chaos
Vor 9 Jahren • 1000 Aufrufe
Participant Loans from Qualified Retirement Plans
Vor 9 Jahren • 1313 Aufrufe
Fiduciary University - Part 1
Vor 9 Jahren • 470 Aufrufe
Fiduciary University - Part 2
Vor 9 Jahren • 735 Aufrufe
ADP/ACP Testing - Back To Basics & Then Some
Vor 9 Jahren • 5176 Aufrufe
Seven Simple Steps To Improve Plan Compliance
Vor 9 Jahren • 463 Aufrufe
Plan Design - The Lost Art of Differentiation
Vor 9 Jahren • 565 Aufrufe
More Bank For Your Buck: Plan Designs to Maximize Retirement, Estate & Succession Planning
Vor 9 Jahren • 1103 Aufrufe
How To Put EGTRRA Into Play
Vor 9 Jahren • 658 Aufrufe
Pension Protection Act of 2006
Vor 9 Jahren • 699 Aufrufe
Cornucopia of Retirement Plan Goodness
Vor 9 Jahren • 7170 Aufrufe
Dokumente (2)
DWC_Precision14_final
Vor 8 Jahren • 414 Aufrufe
Precision2015_site
Vor 7 Jahren • 367 Aufrufe
Gefällt mir (1)
Overview of Employee Benefits (DWC University - Workshop #1)
Adam Pozek • Vor 11 Jahren
Präsentationen (22)
Alle anzeigen
Power of plan design
Vor 11 Jahren • 402 Aufrufe
The Business of Being A TPA
Vor 11 Jahren • 334 Aufrufe
Social Media: What Comes Next
Vor 11 Jahren • 1092 Aufrufe
Putting Cheap Technology To Work For You
Vor 11 Jahren • 442 Aufrufe
Safe Harbor 401(k) Plans: Where Are They Now?
Vor 11 Jahren • 928 Aufrufe
Did You Notice: DC Plan Communications
Vor 11 Jahren • 449 Aufrufe
Automatic Enrollment & QDIA: Practical or Not?
Vor 11 Jahren • 1126 Aufrufe
Overview of Employee Benefits (DWC University - Workshop #1)
Vor 11 Jahren • 568 Aufrufe
Aristotle & ERISA: A Case Study Approach to Ethical Dilemmas in Being A Benefits Professional
Vor 9 Jahren • 1104 Aufrufe
Using Cheap Technology to Improve Your Bottom Line
Vor 9 Jahren • 484 Aufrufe
Fun with MEPs
Vor 9 Jahren • 1050 Aufrufe
Employee Benefit Plan Audits: Collaboration Not Chaos
Vor 9 Jahren • 1000 Aufrufe
Participant Loans from Qualified Retirement Plans
Vor 9 Jahren • 1313 Aufrufe
Fiduciary University - Part 1
Vor 9 Jahren • 470 Aufrufe
Fiduciary University - Part 2
Vor 9 Jahren • 735 Aufrufe
ADP/ACP Testing - Back To Basics & Then Some
Vor 9 Jahren • 5176 Aufrufe
Seven Simple Steps To Improve Plan Compliance
Vor 9 Jahren • 463 Aufrufe
Plan Design - The Lost Art of Differentiation
Vor 9 Jahren • 565 Aufrufe
More Bank For Your Buck: Plan Designs to Maximize Retirement, Estate & Succession Planning
Vor 9 Jahren • 1103 Aufrufe
How To Put EGTRRA Into Play
Vor 9 Jahren • 658 Aufrufe
Pension Protection Act of 2006
Vor 9 Jahren • 699 Aufrufe
Cornucopia of Retirement Plan Goodness
Vor 9 Jahren • 7170 Aufrufe
Dokumente (2)
DWC_Precision14_final
Vor 8 Jahren • 414 Aufrufe
Precision2015_site
Vor 7 Jahren • 367 Aufrufe
Gefällt mir (1)
Overview of Employee Benefits (DWC University - Workshop #1)
Adam Pozek • Vor 11 Jahren
Personal Information
Unternehmen/Arbeitsplatz
Salem, NH United States
Beruf
Partner
Webseite
www.pozekonpension.com
Info
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...
Kontaktdetails
Tags
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
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