Stephen Abramson is the President and founding partner of APS Pension & Financial Services, established in 1977, a consulting and actuarial firm specializing in pension design, administration, business succession, and wealth preservation. With over 40 years of experience, he has helped closely held businesses navigate retirement and financial planning. He also founded APS Investment Management (2015) to provide fiduciary services and APS Wealth Management (2018), a Registered Investment Advisor, to serve individuals and retirement plans. Steve is a seasoned educator and speaker, having taught for the American Society of Pension Actuaries and presented to organizations such as the National Conference of CPA Practitioners and NYS Society of CPAs. He has conducted continuing education seminars for CPAs for over 35 years. He is the co-author of Plan Smart, Retire Rich and author of several widely used publications on retirement planning. He holds a degree from Cornell University and professional designations including Chartered Life Underwriter (CLU), Certified Pension Consultant (CPC), and Chartered Financial Consultant (ChFC).
This program, in Parts I and II, will review over forty changes and additional provisions of SECURE 2.0 and guidance issued by the IRS over the last few years. Some of the changes are mandatory and some are at the discretion of the plan sponsor.
Stephen Abrahamson |
Duration:75 Minutes |
Price: ¤150.00
| View Details
This program, in Parts I and II, will review over forty changes and additional provisions of SECURE 2.0 and guidance issued by the IRS over the last few years. Some of the changes are mandatory and some are at the discretion of the plan sponsor.
Stephen Abrahamson |
Duration:75 Minutes |
Price: ¤150.00
| View Details
This program summarizes the tax credits in SECURE 2.0 with examples and guidelines. Included in the material is the Start-Up Tax Credit, the auto-enroll tax credit, the employer contribution tax credit and the military spouse tax credit. Examples of each of the credits will assist in identifying which companies will benefit most from the availability of the credits and which credits are most applicable to the company.
Stephen Abrahamson |
Duration:60 Minutes |
Price: ¤150.00
| View Details
This program will address a new popular transaction allowing for oversize transfers to a Roth account. It is based on the maximum contribution to defined contribution plans in accordance with IRC §415 which provides a maximum contribution for 2026 of $72,000 plus a catch-up contribution in a 401(k) plan of $8,000. We will address the plan provisions that must be in place to take advantage of this transaction and the process to establish the MEGA Roth. In addition, we will consider any compliance rules related to non-discrimination that must be followed.
Stephen Abrahamson |
Duration:60 Minutes |
Price: ¤150.00
| View Details
This program summarizes the tax credits in SECURE 2.0 with examples and guidelines. Included in the material is the Start-Up Tax Credit, the auto-enroll tax credit, the employer contribution tax credit and the military spouse tax credit. Examples of each of the credits will assist in identifying which companies will benefit most from the availability of the credits and which credits are most applicable to the company.
Speaker: Stephen Abrahamson | View Anytime | Duration: 60 Minutes | Price: ¤190.00 | View Details
This program will address a new popular transaction allowing for oversize transfers to a Roth account. It is based on the maximum contribution to defined contribution plans in accordance with IRC §415 which provides a maximum contribution for 2026 of $72,000 plus a catch-up contribution in a 401(k) plan of $8,000. We will address the plan provisions that must be in place to take advantage of this transaction and the process to establish the MEGA Roth. In addition, we will consider any compliance rules related to non-discrimination that must be followed.
Speaker: Stephen Abrahamson | View Anytime | Duration: 60 Minutes | Price: ¤190.00 | View Details
This program, in Parts I and II, will review over forty changes and additional provisions of SECURE 2.0 and guidance issued by the IRS over the last few years. Some of the changes are mandatory and some are at the discretion of the plan sponsor.
Speaker: Stephen Abrahamson | View Anytime | Duration: 75 Minutes | Price: ¤190.00 | View Details
This program, in Parts I and II, will review over forty changes and additional provisions of SECURE 2.0 and guidance issued by the IRS over the last few years. Some of the changes are mandatory and some are at the discretion of the plan sponsor.
Speaker: Stephen Abrahamson | View Anytime | Duration: 75 Minutes | Price: ¤190.00 | View Details
This program summarizes the tax credits in SECURE 2.0 with examples and guidelines. Included in the material is the Start-Up Tax Credit, the auto-enroll tax credit, the employer contribution tax credit and the military spouse tax credit. Examples of each of the credits will assist in identifying which companies will benefit most from the availability of the credits and which credits are most applicable to the company.
Speaker: Stephen Abrahamson | View Anytime | Duration: 60 Minutes | Price: ¤390.00 | View Details
This program will address a new popular transaction allowing for oversize transfers to a Roth account. It is based on the maximum contribution to defined contribution plans in accordance with IRC §415 which provides a maximum contribution for 2026 of $72,000 plus a catch-up contribution in a 401(k) plan of $8,000. We will address the plan provisions that must be in place to take advantage of this transaction and the process to establish the MEGA Roth. In addition, we will consider any compliance rules related to non-discrimination that must be followed.
Speaker: Stephen Abrahamson | View Anytime | Duration: 60 Minutes | Price: ¤390.00 | View Details
This program, in Parts I and II, will review over forty changes and additional provisions of SECURE 2.0 and guidance issued by the IRS over the last few years. Some of the changes are mandatory and some are at the discretion of the plan sponsor.
Speaker: Stephen Abrahamson | View Anytime | Duration: 75 Minutes | Price: ¤390.00 | View Details
This program, in Parts I and II, will review over forty changes and additional provisions of SECURE 2.0 and guidance issued by the IRS over the last few years. Some of the changes are mandatory and some are at the discretion of the plan sponsor.
Speaker: Stephen Abrahamson | View Anytime | Duration: 75 Minutes | Price: ¤390.00 | View Details