Pension Update / Health Care Update (E1710679)

Perry Koplik has over 30 years of extensive experience in the estate planning and employee benefits industry. His diverse background enables him to help his clients pursue their long-term financial goals through comprehensive financial and estate planning. Mr. Koplik is presently the Principal at PF Compass which specializes in employer guidance and benefit solutions.In addition, Mr. Koplik is a frequent lecturer for business and professional organizations regarding Healthcare reform. Mr. Koplik enjoys classical music, and going to the ballet. He also enjoys going to hockey, baseball, and football games.With his wife, Debra, Mr. Koplik resides in Hillsborough, New Jersey.

Leonard J. Witman, J.D., is senior tax partner at the firm of Witman, Stadtmauer, P.A. located in Florham Park. He is a nationally noted lecturer and author in the tax, estate, elder planning and deferred compensation fields. He serves as an adjunct professor of law at Seton Hall Law School, Rutgers University and Fairleigh Dickinson University Graduate Business Schools. He formerly was a tax law specialist, instructor and lecturer with the Internal Revenue Service in the Employee Plans and Exempt Organizations Divi¬sion. Mr. Witman is a member of the New York and New Jersey Bars, and a former Chairman of the New Jersey State Bar Association Taxation Committee. He is an arbitrator for the American Arbitration Association, the New Jersey State Chair Elect of the American College of Trust and Estate Counsel, and a member of the Academy of Elder Law Attorneys. Mr. Witman has written extensively for numerous periodicals and is the author of A Retirement Planning Technique Book published by The Kugler Company and Pension Planning after TEFRA, Top-Heavy Plans published by the American Institute of Certified Public Accountants. He is also a member of the Editorial Board of The Practical Accountant and has been quoted in financial columns. He has been listed in “Best Lawyers of America”, “Best Lawyers in the New York Metropolitan Area” and “NJ Super Lawyer”. Mr. Witman is a graduate of Rutgers College and New York Law School.