Accounting, Payroll & Pension Issues/Expert Profile

Tony DePasquale

On Vacation
returns 12/31/2017

Pension plan questions, investment management services, plan fiduciary services, profit sharing, defined benefit planning, defined contribution planning, 401(k), 403(b), IRA rollover, plan consulting services, plan structure and plan design consulting.

Experience in the area

I have over 10 years experience regarding pension plan management including; investment fiduciary services, plan structure and design, plan administration, employee education, Uniform Prudent Investors Act (UPIA) services, overall plan management consulting, Employee Retirement Income Security Act (ERISA) law and Department of Labor (DOL) law.


Nevada Business Magazine Henderson Press La Voce International Magazine


BA Economic History, University of Nevada Las Vegas Independent Pension Fiduciary ERISA 3(38) Investment Fiduciary ERISA 3(21) Fiduciary

Awards and Honors

Las Vegas Chamber of Commerce Excellence In Client Service Award In Business Las Vegas - Who's Who Banking & Financial Services

Past/Present Clients

Elysien Private Wealth - President Private Wealth Merrill Lynch - Financial Advisor

Average Ratings

Recent Reviews from Users

Read More Comments

    K = Knowledgeability    C = Clarity of Response    P = Politeness
Steve Hoffman11/07/13101010Thanks Tony, sure appreciate your thorough explanations! .....
Kenneth10/15/13101010Thanks for your reply!
Christine10/15/13101010Thank you so much for you assistance .....
John03/06/13101010Very helpful; knowledgeable

Recent Answers from Tony DePasquale

2014-02-06 retirement/pension for former Jordan Marsh:

Your best bet would be to contact their human resource department and see if she is eligible for a pension plan. However, if she only worked there five years and has not been receiving a benefit, I believe

2013-11-03 Pension - annuity:

Steve:    Lets take these one at  a time.    1) One pension maximization strategy we employ at the firm is to review pension payout differences and try to determine weather or not it would be cheaper to

2013-10-03 pension:

Dianne:    This is difficult to answer because the dates are so long ago and pension rules have changed. If you believe the original pension is not being handled properly I would recommend you reach out

2013-05-13 vested pension:

Michael:    By vesting, I am assuming you are talking about your 401(k) plan. The answer is you are eligible to receive payments without penalty if you have attained the age of 59 1/2. If you are no longer

2013-02-18 Posting 401k payments:

Marie:    The employee contributions are typically posted as a liability against payroll. Employer contributions are usually designated as a 401(k) pension expense. This is how it is generally done, but


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