To Speak At 1999 Deposit Link Software User's Meeting Skomars.tif (202844 bytes)FIPCO is pleased to welcome Bob Skomars, Technical Consultant and seminar instructor at Universal Pensions, Inc., as a guest speaker at the 1999 Deposit Link Software User's Meeting.
role at UPI
, Mr. Skomars
conducts seminars on operations and compliance for IRAs, SIMPLEs, and SEPs, and qualified plans.He
also staffs the consulting service hotline, researches reference materials for company positions and prepares written and visual educational resource materials.Mr. Skomars
, who has conducted more than 600 seminars nationwide, also performs compliance audits for financial organizations to help determine whether their IRA departments meet compliance standards.A graduate of St. Cloud State University in St. Cloud, Minnesota, Mr. Skomars has a Bachelor of Science degree in Business Management, and has been with UPI since 1984.
Along with Mr. Skomars
, speakers also include Gail Perry and Athena Skaleris, both from the law firm of Boardman, Suhr, Curry & Field
...The featured speaker for the meeting was Bob Skomars, Technical Consultant and Seminar Instructor for Universal Pensions, Inc. (UPI).Mr. Skomars
discussed the newly- released Roth IRA regulations, and the IRA Recharacterization Request.Along with Deposit Link Product Coordinator, Nancy Scholl, Skomars
demonstrated the steps of issuing a Roth IRA, completing a Recharacterization Request, and a Conversion.