Events
2019 11/08/2019: CANCELED Smart Money Program - 401k Plans for Small Businesses
Name:
2019 11/08/2019: CANCELED Smart Money Program - 401k Plans for Small Businesses
Date:
November 8, 2019
Time:
7:30 AM - 9:00 AM CST
Website:
http://www.skokiechamber.org
Registration:
Sorry, public registration for this event has been closed.
Event Description:
Skokie Chamber Of Commerce Smart Money Program: Join us for the first in an on-going series of financial seminars for Skokie Chamber members.
Today's Topic: 401k Plans for Small Businesses
Richard Perlin of E.R.I.S.A., Inc., will educate small business owners (and financial advisors with small business clients) on the options available for retirement savings and tax deferral to help them make better informed decisions.
Richard Perlin, JD CPC, President and Owner
Education:
University of Illinois College of Law, Champaign, Illinois, visiting student, 1980
DePaul University College of Law, Chicago, Illinois, JD 1981
Northwestern University, Evanston, Illinois, BA, Mathematics 1978 Employment:
Principal with E.R.I.S.A., Inc., since 1983
Designations:
Member of Illinois Bar, 1981-current
Qualified 401(k) Administrator (QKA), American Society of Pension Professionals and Actuaries, 2001
Certified Pension Consultant (CPC), American Society of Pension Professionals and Actuaries, 2003
Qualified Plan Financial Consultant (QPFC), American Society of Pension Professionals and Actuaries, 2012
Affiliations:
Member of the American Society of Pension Professionals and Actuaries (ASPPA)
Member of the Documents Sub-Committee of the Government Affairs Committee of ASPPA
Member of the DATAIR Study Group
Member of the Executive Guild networking group
Today's Topic: 401k Plans for Small Businesses
Richard Perlin of E.R.I.S.A., Inc., will educate small business owners (and financial advisors with small business clients) on the options available for retirement savings and tax deferral to help them make better informed decisions.
Richard Perlin, JD CPC, President and Owner
Education:
University of Illinois College of Law, Champaign, Illinois, visiting student, 1980
DePaul University College of Law, Chicago, Illinois, JD 1981
Northwestern University, Evanston, Illinois, BA, Mathematics 1978 Employment:
Principal with E.R.I.S.A., Inc., since 1983
Designations:
Member of Illinois Bar, 1981-current
Qualified 401(k) Administrator (QKA), American Society of Pension Professionals and Actuaries, 2001
Certified Pension Consultant (CPC), American Society of Pension Professionals and Actuaries, 2003
Qualified Plan Financial Consultant (QPFC), American Society of Pension Professionals and Actuaries, 2012
Affiliations:
Member of the American Society of Pension Professionals and Actuaries (ASPPA)
Member of the Documents Sub-Committee of the Government Affairs Committee of ASPPA
Member of the DATAIR Study Group
Member of the Executive Guild networking group
