North Coast Executive Consulting

Is Your Retirement Plan Really Safe? Protecting Qualified Plan and IRA Assets From Creditors

Date: Tuesday, March 11, 2014
Time: 12:00 pm - 1:30pm
Location: The City Club of Cleveland , 850 Euclid Ave., Cleveland, OH 44114
Speaker: Richard A. Naegele

LOCATION:       The City Club of Cleveland, 850 Euclid Ave., Cleveland, OH 44114
Reduced parking fees are available on a space-available basis at Ampco Euclid Gateway Garage (740 Euclid Ave, entrances on Euclid & Prospect) to those that enter after11:01 am and exit before 2:29 pm.  Guests must present ticket to The City Club for validation.

About the program…
One of the most significant and overlooked benefits of tax-qualified retirement plans is the insulation of plan assets from the claims of creditors. We will review the ins-and-outs of the applicable rules protecting retirement plan and IRA assets. We will also analyze ways to enhance creditor protection for qualified plans and IRAs and to avoid pitfalls that may expose assets to attachment by creditors.

Richard A. Naegele is a shareholder with the law firm of Wickens, Herzer, Panza, Cook & Batista in Avon, Ohio where he oversees the firm's employee benefits practice. His practice focuses primarily on tax-qualified retirement plans and ERISA. He is a Fellow of the American College of Employee Benefits Counsel and a member of the Board of Editorial Advisors of the Journal of Pension Planning and Compliance. He has written more than twenty articles published in national tax and benefits journals and spoken at more than 300 seminars and conferences on employee benefits and tax issues. He served as a Special Master for the U.S. District Court to oversee the operation of a multiemployer pension plan and as a court-appointed plan administrator for the U.S. Bankruptcy Court to handle distress terminations with the PBGC for several underfunded pension plans. He has represented U.S. Bankruptcy Trustees with respect to retirement plan issues on several occasions.

Emily Shacklett, CPA, AEP®, Program Chair


Reservation Policy – All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only.  Meeting cost is $25 for members when paid in advance before noon 03/10/14.   Meeting cost is $35 for members at the door and $30 for guests.  If you reserve and are unable to attend, please call the office to cancel by noon 03/10/14 to avoid a no-show reservation billing.

Now Available!  Purchase a table at the monthly luncheon… $200 / six guests. (Submit names to by 03/7/14.)

Continuing Education – EPC Cleveland will request credit for this program from the CFP® Board of Standards for CFP® designation holders.  In addition, a certificate of completion will be available for those CTFAs, CPAs, and CWS designees that feel the program satisfies their continuing education requirements.

To Reserve, click "Register Now" below.

This event is sponsored by:

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