A MARYLAND ACCOUNTING FIRM

As a Maryland Accounting Firm we deliver top level service to both individual and business clientele. Throughout our years in business, we’ve had the good fortune to work with, and develop growth for individuals and businesses in a number of different industries.

A MARYLAND ACCOUNTING FIRM

As a Maryland Accounting Firm we deliver top level service to both individual and business clientele. Throughout our years in business, we’ve had the good fortune to work with, and develop growth for individuals and businesses in a number of different industries.

A MARYLAND ACCOUNTING FIRM

As a Maryland Accounting Firm we deliver top level service to both individual and business clientele. Throughout our years in business, we’ve had the good fortune to work with, and develop growth for individuals and businesses in a number of different industries.

A MARYLAND ACCOUNTING FIRM

As a Maryland Accounting Firm we deliver top level service to both individual and business clientele. Throughout our years in business, we’ve had the good fortune to work with, and develop growth for individuals and businesses in a number of different industries.

A MARYLAND ACCOUNTING FIRM

As a Maryland Accounting Firm we deliver top level service to both individual and business clientele. Throughout our years in business, we’ve had the good fortune to work with, and develop growth for individuals and businesses in a number of different industries.

Showing posts with label Coastal Pension Services. Show all posts
Showing posts with label Coastal Pension Services. Show all posts

Friday, 3 October 2014

Save the Date!

08:16  Unknown  No comments

11/4 11:30  KatzAbosch Learning Center, 9690 Deereco Road, Suite 405, Timonium, MD 21093
 
Presented by Gregory Lowe, CFP (R), Vice President & COO of Lowefs and Pam Walker, President of Coastal Pension Services.  Takeaways will include:
  • Top 10 plan mistakes and DOL audit targets
  • An update on the restatement for pension act
  • Fee transparency
  • Fiduciary liability and the process needed to ensure confidence
  • Open arch 401k plans vs. packaged plans
  • Example of common plan designs
Lunch will be provided by KatzAbosch. 
For more information, contact Kelly Ernest at kernest@katzabosch.com.
For a full list of upcoming KatzAbosch events, click here.

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