Resources for CPAs and Financial Planners

We are confident that we will be able to significantly enhance your client's current plan design. Please provide us with the following information and documentation so that a plan study and proposal can be prepared:

• Plan document, summary plan description and any recent plan amendments.
• Most recent actuarial valuation report.
• Most recent Form 5500.
• Employee Census (Click to download)

Complimentary Plan Reviews

We will perform a complimentary review of your client's current qualified retirement plan structure and prepare a complimentary plan study and proposal.

If your client does not currently maintain a qualified retirement plan, we will prepare a complimentary study and proposal if we are provided with an employee census only.

If you wish, we will also meet with the client to present the results of the plan study on a complimentary basis as well.

Continuing Education Credits

We provide CPE credit for New York, New Jersey and Connecticut accountants. Please see the attached list of
current topics.

If you are interested in one of our presentations, please call Jody Tortorici at 914-948-1556 or email her at jtortorici@dmlawyers.com