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External Resources

Gary Lesser-Independent benefits consultant, author and software developer, expert witness

Nationally known consultant, author, educator, and speaker on retirement plans. He also provides marketing, sales, and technical support services to financial consultants, insurance agents, pension practitioners, investment managers, and financial institutions.

Hourly rates!

Expert Witness and Consultant on IRA Compliance and Administrative Procedures

James C. Lenaghan


Seminar/Training Providers and Speakers

Natalie B. Choate

Ed Slott

Barry Picker




Life and Death Planning

for Retirement Benefits.(book)

Written by Estate Planning Expert

Natalie B. Choate, who practices law in Boston, Massachusetts, with the firm of Nutter McClennen & Fish LLP. Her practice is limited to consulting on estate planning and retirement benefits matters. Her books Life and Death Planning for Retirement Benefits and The QPRT Manual are leading resources for estate planning professionals.

Provides the information practitioners need to deal with their clients' retirement benefits

Uncertainty is a Certainty: Fables for Fiduciaries. Written by Guerdon T. Ely, MBA, CFP, AIFA, ChFC who is a financial advisor with Ely Prudent Portfolios, LLC.  He works with clients in or near retirement and specializes in retirement distribution and fiduciary issues.

Explains fiduciary investing, as defined by the Uniform Prudent Investor Act (UPIA), in a common sense and entertaining manner. While the UPIA does not pertain directly to ERISA it powerfully affects the federal courts in their interpretation of it.

Inheriting an IRA: How to Create a Lifetime of Paychecks (Book)

Written by Michael J. Jones, CPA

Mike is a partner in Thompson Jones LLP. His tax consulting practice focuses on sophisticated wealth transfer strategy, trust and probate matters (both administration and controversy resolution), family business transitions, and taxpayer representation before the IRS.

Inheriting an IRA was inspired by everyday questions that Mike Jones, CPA, addresses about this crucial topic. Those questions come from IRA inheritors as well as from professionals in the fields of accounting, law, investment management, and philanthropy. It is written for IRA inheritors and their advisors to use together, because Mr. Jones has found that an informed IRA inheritor working together with a knowledgeable advisor consistently produces the best results

 General resources for Financial, Estate, Retirement Planning professionals.

Form 5500 Expert

  318 Half Day Road
  Suite 205
  Buffalo Grove, IL 60089
  p: 847-383-5591
  c: 847-989-7338

Nicole Maholtz

415 Gallatin Circle, Irmo SC 29063

800.694.7624 Fax: 803.781.7868

Web site:

Retirement Planning Software and Calculators

Retirement  and estate planning software and calculators. Email

SEPP/72(t) Calculators and resources

Retirement planning software and calculators

Affiliate link:
RetirementView Software – Professional Edition  

Roth Conversion Optimizer Toolenter code

ARCPro100 for $100 discount

HodgenLaw (International Tax)

Visit their website for details about the services they offer


Foreign Trusts

Real Estate


...and more

Regulatory and Other Information from the Government


U.S. Department of Labor Employee Benefits

Social Security Administration

IRS Publications

Publication 590

Individual Retirement Arrangements (IRAs)

Publication 560

Retirement Plans for Small Business

Publication 571

Tax-Sheltered Annuity Plans (403(b) Plans)

Publication 575

Pension and Annuity Income

Publication 939

General Rule for Pensions and Annuities

Publication 970

Tax Benefits for Education

Publication 3920

Tax Relief for Victims of Terrorist Attacks

Professional Memberships

There are a number of watchdog agencies and interest groups working to ensure that our work adheres to strict industry standards. Our membership helps to guarantee the best possible results for your business.

 We're proud to be a member of the following organizations:

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