Events

Christopher Ciminera, CPA, QKA will be moderating at ASPPA Spring National.  May 15, 2024 2:50 – 3:40 PM: Workshop 5: We Have an Emergency! Case Studies on Emergency Distributions Congress understands that emergency savings are not sufficient for many individuals.  As such, Congress, through the SECURE 2.0 Act, has enacted additional options to make it … Continued

Christopher Ciminera, CPA, QKA will be moderating at ASPPA Spring National.  May 16, 2024 12:30 – 1:20 PM: Workshop 7: Eligibility: Back to the Basics If you are new to the industry, or just want a nice refresher, this session will dive into plan eligibility! We will cover eligibility options for plan design and review … Continued

Christopher Ciminera, CPA, QKA will be moderating at ASPPA Spring National.  May 16, 2024 1:30 – 2:20 PM: Workshop 10: Updates on Forms 5500, 5558, and 8868 The 2023 Forms 5500 and 5500-SF – Annual Return/Report of Employee Benefit Plan have a number of changes from previous filings.  This session will discuss the recent changes, … Continued