(18 Total References)
Financial Planning Association - Los Angeles Chapter
Guest Speakers: David Bergmann, CFP and Valeri Stevens, EA
will present selected pension and IRA provisions of PPA 2006.She
will compare the rules before and after the new law takes effect, including practical guidance and tips on how to avoid traps for the unwary.
...Valeri Stevens is an Enrolled Agent with 35 years of experience in the design, installation, operation, and termination of qualified retirement plans.She is President and founder of Main Street Benefits, Inc., a pension administration firm located in Torrance, California.Valeri
is a frequent speaker on Form 5500 and other pension topics.She
is also the principal author of Guide to the Form 5500 Series (Thompson Publishing Group).Her
other credentials include Fellow, Life Management Institute; Charter, Certified Employee Benefit Specialist; Accredited Pension Administrator; Associated Professional Member of American Society of Pension Professionals & Actuaries
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ThompsonInteractive: Purchase Past Audio Conferences on CD: Pension & Benefits
Valeri Stevens | read moreThompsonInteractive: Purchase Past Audio Conferences on CD: Pension & Benefits
Order the CD of this audio conference and listen to expert insights on the form, schedules and instructions to help make your job of filing the form more efficient from Valeri Stevens
, a nationally respected practitioner and lecturer on the Form 5500.
:Valeri L. Stevens, FLMI, CEBS, APA, is a nationally respected practitioner and lecturer on the Form 5500.She is an Enrolled Agent with more than 30 years of experience in the design, installation, operation and termination of qualified retirement plans.Ms. Stevens is the founder and president of Main Street Benefits, Inc., a retirement plan consulting firm, and a member of the Reporting and Disclosure Committee of the American Society of Pension Professionals and Actuaries.She
is the author of Thompson Publishing Group, Inc.'s
, Guide to the Form 5500 Series for 1999 and 2000 plan years.
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Valeri L. Stevens, Enrolled Agent, FLMI, CEBS, APA, APM, is president of Main Street Benefits, Inc.With over twenty-five years of experience in the design, installation, and operation of qualified retirement plans, Valeri is a frequent speaker on Form 5500 and other pension topics.She is also principal author of Guide to the Form 5500 Series (Thompson Publishing Group, Inc.).Currently serving as chair of the Reporting and Disclosure Committee for ASPA's Government Affairs Committee, Valeri also served on the Board of Directors of the National Institute of Pension Administrators from 1985-1992.
S. Derrin Watson, JD, APM, is a tax attorney in solo practice in Santa Barbara, California.He
is a frequent speaker on ERISA topics, particularly those relating to employer/indepent contractor, leased employee, controlled group, and affiliated service group issues.Derrin is the author of Who's the Employer?A Guide to Employee and Aggregation Issues Affecting Qualified Plans and writes frequently for the Journal of Pension Benefits and other publications.Derrin graduated from UCLA law school
and received his
B.S. in accounting from Brigham Young University
Valeri L. Stevens, APM, ...
Valeri L. Stevens, APM, ChairASPPA Reporting & Disclosure Committee
The principal authors are Joan Gucciardi ...
The principal authors are Joan Gucciardi (Wauwatosa, Wisconsin), Valeri Stevens (Torrance, California), and Janice Wegesin (Palatine, Illinois).
Valeri L. Stevens, APM, Chair