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Shreveport Chapter: Compensation in Qualified Plans: Issues that Arise (ZZSH042715)
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Although compensation is a simple concept, the application to qualified plans presents complexities that many aren’t aware of. Errors with compensation account for more than half the issues found on audits or exams by regulatory agencies. We’ll explore this concept to help you gain an understanding of the issues and present ways to prevent or fix errors.

4/27/2015
When: 4/27/2015
From 12:00 PM until 1:00 PM
Where: Petroleum Club
416 Travis Street, 15th Floor
Shreveport, Louisiana 
Presenter: Chris W. Shankle, CPA, CGMA
Contact: Michael Gould
318.222.2222


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Although compensation is a simple concept, the application to qualified plans presents complexities that many aren’t aware of. Errors with compensation account for more than half the issues found on audits or exams by regulatory agencies. We’ll explore this concept to help you gain an understanding of the issues and present ways to prevent or fix errors.

Cost: $20, includes lunch
CPE: 1 hour
Category: Specialized Knowledge
Level: Basic

Meet the Speaker:
Chris W. Shankle, CPA, CGMA • Vice President & Senior Retirement Consultant
Wealth and Asset Management, Capital One Bank • Shreveport, LA

Chris Shankle is the Senior Retirement Specialist for Capital One and in conjunction with assisting clients with the administration of their plans, he leads the thought capital and product management for the employee benefit services of the bank. He is a frequent speaker for the Society, AICPA and ABA on various employee benefit subjects. He has served on the AICPA’s Employee Benefits Technical Resource Panel and most recently has been past Chair of this group. He was recently appointed by the US Treasury to the IRS Advisory Committee on Tax Exempt and Governmental Entities (ACT).

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