Event Calendar

Thursday, May 26, 2022

May 26, 2022 Webinar

Start Date: 5/26/2022 2:00 PM EDT
End Date: 5/26/2022 3:00 PM EDT


Organization Name: P2F2

Contact:
Dave DeJonge
Email: information@p2f2.org
Phone: (763) 331-1706

Audra Ferguson-Allen and Rob Gauss from Ice Miller will be leading this P2F2 quarterly webinar.  They will discuss the new W-4P and W-4R forms and answer any implementation questions you might have.  So get your questions ready and join us for this informative discussion.
 
After attending this webinar, you will be able to: 

  • Understand the differences between the W-4P and W-4R and when each form is to be used
  • Understand changes made to the W-4P in 2022
  • Identify implementation issues that your plan may need to resolve
Speaker Bio

Audra Ferguson-Allen - Audra Ferguson-Allen is a partner in Ice Miller’s Employee Benefits Group where she concentrates her practice on employee benefits law as it relates to government employers, ranging from state governments, municipalities, tribal governments, and other public entities. She assists clients with various retirement and welfare benefit plan issues. Specifically, her practice includes assisting clients with qualified defined benefit and defined contribution plans, governmental 457(b) deferred compensation plans, 403(b) plans and qualified tuition programs, and qualified Achieving Better Life Experience ("ABLE") programs.  Audra’s practice includes work on a variety of issues for governmental retirement plans, including plan design, plan administration, Internal Revenue Service compliance, and benefit taxation.

Originally from Rockville, Ind., Audra earned her Bachelor of Arts in marketing and finance, magna cum laude, from Franklin College. Audra received her juris doctor from the Robert H. McKinney School of Law: Indiana University, summa cum laude, where she graduated first in her class.

Rob Gauss - Rob Gauss concentrates his practice in helping local and state governmental employers and retirement systems with employee benefit questions and concerns on matters of retirement, health and welfare benefits. This includes working with governmental pension plans across the country on federal tax, compliance, correction and fiduciary issues. In particular, Rob works with clients in the design, administration and federal tax law compliance of their qualified defined benefit and defined contribution/deferred compensation plans. Rob's work with defined contribution/deferred compensation plans includes 401(a), 401(k), 403(b) and 457(b) type plans and includes all areas of compliance for the plans under the Internal Revenue Code. By way of example, Rob's work regularly includes assisting the plans with issues related to plan participation/enrollment, employee and employer contributions, required minimum distributions, compensation limits, rollovers and plan-to-plan transfers, 415 limits and plan corrections. The size of the plans with which Rob works ranges from under $1B to over $150B in total assets.

An Indianapolis native, Rob received his Bachelor of Arts from DePauw University in 1990. He earned his juris doctor from the Indiana University Robert H. McKinney School of Law in 1993, where he was a recipient of the Cale J. Holder Memorial Scholarship in 1992 and a member of the Order of the Barristers in 1993.

Shannon Warner - During Shannon's 23 ½ year tenure with the Ohio Public Employees Retirement System, she has been able to continually expand her knowledge. In the beginning of her career, she became a subject matter expert regarding the processing of member retirement applications. Her knowledge growth led to her being able to provide training and mentorship to her team members through her role as the Team Lead and later as the interim Supervisor of the Service Retirement area. 
 
During the last 7 ½ years of her career, she has taken on the role of a Process Manager within the Process Office.  Through this role, she has been able to expand her expertise to all of the benefit processing areas, Service Retirement, Disability Benefits, Survivor Benefits and pre-pension processing.  In the role of Process Manager, she has been able to review the processes of the different benefits areas, identify existing gaps and issues, and collaborate with both the business and IT to provide process recommendations to streamline processes.  The efficiencies gained through her work positively impact OPERS’ associates as well as the OPERS’ member population, as benefits are being provided to members upon their effective date of retirement.



CPE Credit
P2F2 is 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.  For more information please visit www.nasba.org.  The webinar will be presented online in a live-group format.  This webinar is intended as a basic session.  There are no prerequisites and no advance preparation is required.  In keeping with NASBA requirements, P2F2 tracks attendance for CPE credit.  Attendees may earn 1 CPE credit in tax as long as they are logged in fot at least 50 minutes and respond to intermittent polling questions throughout the webinar.

 

Online Registration

Registration is Closed
Closed: 5/23/2022 11:45 PM

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P2F2

The Public Pension Financial Forum is organized for education, pension advocacy and networking purposes. To support the ongoing education of our membership, we prepare quarterly newsletters, hold member facilitated conference calls and webinars, and host an annual conference.  We also have a Member Forum that allows members to ask questions and receive answers from each other.  To participate in P2F2, follow the member enrollment link above.