Call us: 310-212-2600 : info@acibenefits.com
Loading Events
Find Events

Past Events

Events List Navigation

June 2014

Become One of the Wagons: Ways to Protect Your Retirement Plan Clients

June 5, 2014 @ 4:45 pm - 7:00 pm
CommerceWest Bank, 4440 Von Karman Ave.
Newport Beach, 92660
+ Google Map

One of the top issues facing retirement plan sponsors today is fiduciary responsibility. Have your retirement plan clients taken the necessary steps to protect themselves as fiduciaries, as well as the organization they represent? Pat Byrnes, President of Actuarial Consultants, Inc., will present ways for you to help your clients protect themselves in this complex and evolving field.   At this seminar geared towards CPAs, participants will: Explore the changing landscape surrounding retirement plan fiduciaries Learn fiduciary rules, responsibilities, and liabilities Discover ways to add value with…

Find out more »
August 2014

Cash Balance Presentation Sponsored by NIPA

August 13, 2014 @ 8:30 am - 12:00 pm

ACI's Justin Bonestroo will be speaking on behalf of NIPA, giving an in-depth overview of Cash Balance Plans and plan design. Session 1 will include an introduction to Cash Balance Plans and how they work, how to spot a good candidate, differences between Cash Balance Plans and traditional Defined Benefit Plans, and testing rules. Session 2 will cover plan design options, automatic enrollment, creative matching formulas, and overlooked plan features. Three hours of CPE credit will be rewarded for ERPA, APA, and other designations.…

Find out more »
October 2014

Retirement Plan Basics Training

October 22, 2014 @ 9:00 am - 11:30 am
Actuarial Consultants, Inc., 2377 Crenshaw Blvd., Suite 350
Torrance, CA 90501
+ Google Map

Topics will include 401(k) plans, defined benefit plans, and distributions. Training will be conducted by ACI’s Director, Consulting Practice Tobi Cogswell. RSVP

Find out more »

Creative Plan Design

October 29, 2014 @ 11:00 am - 1:00 pm
Actuarial Consultants, Inc., 2377 Crenshaw Blvd., Suite 350
Torrance, CA 90501
+ Google Map

As business owners begin to feel the pain of rising taxes, you can teach them how to protect - and even grow - their assets! ACI's Justin Bonestroo will explain how to provide options to business owners through non-traditional retirement plan designs. Using case studies, Justin will demonstrate how creative plan design can provide for retirement through tax favorable plan design and you will learn ways to identify opportunities to retain and grow your business. RSVP

Find out more »
February 2015
Free

Retirement Plan Basics Training

February 11, 2015 @ 9:00 am - 11:30 am
Actuarial Consultants, Inc., 2377 Crenshaw Blvd., Suite 350
Torrance, CA 90501
+ Google Map

Tobi Alfier, Director of Consulting Practice, will conduct a Retirement Plan Basics training for advisors and plan sponsors at ACI on Wednesday, February 11  from 9:00 - 11:30 am. Ever wonder why we ask for what we ask you? And, what the heck do we do with all that information anyway? This training is great for anyone who touches your company’s retirement plan - from executive assistants to decision makers. Topics include 401(k) plans, defined benefits plans, distributions, and more.…

Find out more »
April 2015
Free

Creative Plan Design Seminar

April 21, 2015 @ 11:30 am - 1:30 pm
Actuarial Consultants, Inc., 2377 Crenshaw Blvd., Suite 350
Torrance, CA 90501
+ Google Map

ACI's Justin Bonestroo will explain how to provide options to business owners through non-traditional retirement plan designs. Using case studies, Justin will demonstrate how creative plan design can provide for retirement through tax favorable plan design and you will learn ways to identify opportunities to retain and grow your business. The seminar will take place at ACI on Tuesday, April 21 from 11:30 am - 1:30 pm. Advisors and business owners are welcome! Lunch will be served. RSVP

Find out more »
May 2015
Free

Retirement Plan Basics

May 14, 2015 @ 9:00 am - 11:30 am
Actuarial Consultants, Inc., 2377 Crenshaw Blvd., Suite 350
Torrance, CA 90501
+ Google Map

Tobi Alfier, Director of Consulting Practice, will conduct a Retirement Plan Basics training for advisors and plan sponsors at ACI on Thursday, May 14 from 9:00 – 11:30 am. Ever wonder why we ask for what we ask you? And, what the heck do we do with all that information anyway? This training is great for anyone who touches your company’s retirement plan – from executive assistants to decision makers. Topics include 401(k) plans, defined benefits plans, distributions, and more.…

Find out more »
December 2015
Free

Retirement Plan Basics

December 9, 2015 @ 9:00 am - 11:30 am
Actuarial Consultants, Inc., 2377 Crenshaw Blvd., Suite 350
Torrance, CA 90501
+ Google Map

Tobi Alfier, Director of Consulting Practice, will conduct a Retirement Plan Basics training for advisors and plan sponsors at ACI on Wednesday, December 9th, from 9:00 – 11:30 am. Ever wonder why we ask for what we ask you? And, what the heck do we do with all that information anyway? This training is great for anyone who touches your company’s retirement plan – from executive assistants to decision makers. Topics include 401(k) plans, defined benefits plans, distributions, and more.…

Find out more »
April 2016
Free

Retirement Plan Basics

April 21, 2016 @ 9:00 am - 11:30 am
Actuarial Consultants, Inc., 2377 Crenshaw Blvd., Suite 350
Torrance, CA 90501
+ Google Map

Tobi Alfier, Director of Consulting Practice, will conduct a Retirement Plan Basics training for advisors and plan sponsors at ACI on Thursday, April 21st, from 9:00 am – 11:30 am. Ever wonder why we ask for what we ask you? And, what the heck do we do with all that information anyway? This training is great for anyone who touches your company’s retirement plan – from executive assistants to decision makers. Topics include 401(k) plans, defined benefits plans, distributions, and…

Find out more »
September 2016
Free

Managing Your Liability Seminar

September 21, 2016 @ 12:00 pm - 1:30 pm
Actuarial Consultants, Inc., 2377 Crenshaw Blvd., Suite 350
Torrance, CA 90501
+ Google Map

Managing Your Liability Seminar Avoiding Costly Pension Plan Mistakes Date: Wednesday, September 21st, 20016 Time 12:00pm - 1:30pm Location: Actuarial Consultants, Inc. 2377 Crenshaw Blvd., Suite 350 Torrance, CA 90501   Please Join Justin Bonestroo & Pat Byrnes of Actuarial Consultants, Inc, David Tuebner of Morgan Stanley and Merrietta Fong of Servatius, O'Brien & Fong LLP for Managing Your Liability Semniar.   The following topics will be covered: Fiduciary duties Benefits of an effective system of controls in a plan…

Find out more »
+ Export Events
Back to Top