JKJ University – Corporate Retirement Services

Maximizing Tax Leverage, ROI, and Key Employee Contributions:

A Primer on Strategic Deferred Compensation & Qualified Plan Design

We all compete to get, and keep, the best employees and partners! How do you attract and keep key talent? You and your highly paid employees battle rising tax rates and we all will battle the retirement crisis in the US.  This JKJ University event provides unique ideas to all of these items  –  our key topics include:

  • Strategic leveraging of your company retirement plan and maximizing Return on Investment
  • Focus on unique treatment, challenges, and solutions for shareholders & leadership teams
  • Minimizing “tax friction” to efficiently accumulate retirement capital for key employees
  • Creative ways your employer-sponsored retirement benefit can be “intelligently” structured



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  1. Sessions
  2. Agenda
  3. Presenters

Sessions

  • Outlook from Washington Tax Landscape & More (Tim Malarkey, President- JKJ Retirement Services)
  • Plan Design For The Plan Sponsor: What You Should Know Why It Pays To Care (Ian Haring, Partner- MandMarblestone Group)
  • NQDC 101: Real World Practical Primer (Ben Hall, ChFC, AIF® VP & Managing Director – JKJ Retirement Services)

 

 

Agenda

Thursday, May 22nd

  • 8:30: Opening Remarks (Ben Hall)
  • 8:45: Outlook from Washington Tax Landscape & More (Tim Malarkey)
  • 9:15: Plan Design For The Plan Sponsor: What You Should Know Why It Pays To Care (Ian Haring)
  • 10:00: Break
  • 10:15: NQDC 101: Real World Practical Primer (Ben Hall)
  • 11:45: Closing Remarks  &  Adjournment (Tim Malarkey)

Presenter Bios

Ben Hall, ChFC, AIF® VP & Managing Director – JKJ Retirement Services

Ben began his career in financial services in 1999, where he worked for 5 years in the practice that today is branded as JKJ Financial Services.  Ben re-joined JKJ in 2013 to head the JKJ Retirement Services (“JKJRS”) practice.

In leading JKJRS, Ben remains laser-focused on employer-sponsored retirement programs, with breadth of knowledge across multiple plan types.  He leads the firm initiatives around plan design strategy, participant education, investment review analytics, vendor selection, cost benchmarking & fee negotiation, and ultimate account oversight & advocacy, operating as a fee-based co-fiduciary.

In the decade from 2003 through 2013, he held positions of ever increasing responsibility for a pair of Fortune 500 financial services firms.  Most recently, prior to re-joining JKJ, he completed a successful & fulfilling tenure with The Principal Financial Group, where he served as Regional VP responsible for the oversight of all executive benefit & nonqualified deferred compensation endeavors in the mid-Atlantic & northeastern regions.

Ben graduated from Swarthmore College with a B.S. in Engineering, and went on to complete his MBA at Villanova University.  He has continued his professional education by earning his Accredited Investment Fiduciary (AIF®), Charted Financial Consultant (ChFC), and Chartered Life Underwriter (CLU).  He lives in Wallingford with his wife & 2 daughters both under the age of 5.

Ian Haring, Esquire- Partner, The MandMarblestone Group LLC

Ian is a partner in the firm and oversees all operations of our Boston office. He began his career with MandMarblestone in 1996 upon graduation from Drexel University.  While his initial role involved asset reconciliation and preparation of reports for numerous plans, he rapidly rose through the firm, becoming an equity partner in 2010.

Prior to becoming a partner, Ian was our Executive Director with oversight of the technical operations of the firm, including the servicing of more than 1,000 plans and the leadership of 40 staff members.  Today he spends the majority of his time working with plan sponsors, financial professionals, accountants, and national retirement plan recordkeeping platforms to further integrate plan operation, fiduciary oversight, compliance and tax shelter opportunities.

His experience and expertise in the operation and compliance of small and mid-market plans has led to numerous engagements outside of the traditional plan consulting environment, representing individuals, small employers and larger corporations in various ERISA matters.

In addition, Ian finds time to participate in 15 to 20 panel discussions and speaking engagements each year.  He earned his B.S. in Accounting from Drexel University and his J.D from the Temple University Beasley School of Law.  He is admitted to practice in the Commonwealth of Pennsylvania and before the United States Tax Court.