Cash Balance Plans, The Basics & Current Employee Plan Compliance Resolution System - Houston, TX

Sep 28, 2012 08:30am -
Sep 28, 2012 09:30am

Event Description

American Association of Attorney-CPAs

Cash Balance Plans - The Basics


Current Employee Plan Compliance Resolution

System (EPCRS)

        South Texas Chapter Meeting  

       *September 28, 2012 







  Sept. 7, 2012 (opening night)
"Superior Donuts"
Free party with appetizers following performance

  Theater Southwest

Click HERE to make reservations online  




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Fall Meeting & Education Conference
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*Please note: To accommodate the schedule of the speakers, this meeting will take place on the 4th Friday of the month rather than the 3rd Friday of the month.





President & Chief Operating Officer  


Mr. Arnold is responsible for various aspects of ERISA compliance and consulting for defined contribution, 401(k) types of retirement plans, defined benefit and health and welfare plans throughout the U.S. Over his forty year career, Mr. Arnold has assisted clients in qualified plan matters involving the Internal Revenue Service, the Pension Guarantee Corporation and the Employee Benefit Security Administration. Recognized as an expert regarding fiduciary liability matters, Mr. Arnold currently serves, and has served for a number of years, as an Independent Fiduciary for various qualified plans. His appointment as a fiduciary has been at the request of the U.S. Department of Labor with ratification by various Federal judges. As a Fiduciary, his duties include all aspects of ERISA compliance.


A thirty year member of the American Society of Pension Professionals and Actuaries (ASPPA) as well as Society of Pension Administrators and Record Keepers (SPARK) and other professional organizations, he has maintained appropriate credentials recognized by the retirement industry. Mr. Arnold's clients include publicly-held and closely-held corporations, professional corporations, non-profit organizations and governmental entities. Mr. Arnold has been a speaker at various industry groups, including a main recent platform speaker at the Society of Professional Administrators and Record Keepers (SPARK).


Mr. Arnold was a Ford Foundation Fellow while pursuing a PhD in Economics at The Johns Hopkins University in Baltimore, where he received his undergraduate and graduate degrees. He has spoken at a number of professional conferences throughout the country regarding retirement plan matters, including Fiduciary compliance. 

Director of Retirement Plan Marketing & Administration


- BA (University of Alabama)

- Certified Retirement Consultant (CRC)

- Accredited Investment Fiduciary Analyst (AIFA)

- Most industry-experienced specialist in Central & South Texas

- Assisted hundreds of companies and financial advisors with plan design issues as well as fiduciary responsibilities

- Expert witness for the U.S. Department of Justice regarding fiduciary issues (Davis-Bacon Act & Service Contract Act retirement plans)

- Over 26 years experience in the Qualified Retirement Plan industry


Date: Friday, September 28, 2012


Time: 8:30 - 9:30am (Breakfast provided)

Location: FCA Offices

                 791 Town & Country Blvd., Suite 250 

                 Houston, TX  


Education Credit: 1 (M)CLE/CPE credit 


Cost: FREE for Members, Guests and Non-Members


Click the "Register for this Event" link below to register online or here to download a registration form. 



AAA-CPA  continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course.

Accounting CPE/Legal CLE/MCLE

The American Association of Attorney-CPAsis registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its  website A brochure with full details of the program is available from the association at 888-288-9272. These programs meet the NASBA standards of 1 (50 minute) hour of instruction.  If you require CLE in a state not mentioned, please call our national office and we will do our best to arrange for credit in your state. 


AAA-CPA 3921 Old Lee Highway, Suite 71A, Fairfax, VA 22030  Phone: 888-ATTY-CPA (288-9272)  Fax: 703-352-8073
Email: Website:   



Event Type:Chapter Meeting
Early registration ends on Aug 26, 2012.
Regular registration starts on Aug 27, 2012 and ends on Sep 27, 2012.
Late registration starts on Sep 28, 2012.