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David N. Tenenbaum is admitted as an attorney in New York, New Jersey, Georgia and Indiana. He graduated with a law degree (Juris Doctor) from Southwestern School of Law in Los Angeles in 1983 and a Masters in Taxation from the University of Miami in 1984. He has a Qualified Pension Administrator (QPA) credential with the American Society of Pension Professionals and Actuaries (ASPPA). Mr. Tenenbaum has also served on the ASPPA Education and Examination Committee and the ASPA Tax-Exempt and Governmental Plans Committee.
Mr. Tenenbaum is the sole owner and principal of Squire Retirement Plan & Consulting Services, Inc. – a third party administration firm located in Verona, New Jersey. His firm handles administration and compliance for pension, profit sharing, 401(k) and money purchase retirement plans as well as consulting for 403(b) plans.
Until 2003, Mr. Tenenbaum served as Vice President, Retirement Plan Design at American United Life Insurance Company (“AUL”) in Indianapolis, Indiana. His responsibilities included implementing a Pension Answer Team that provided technical support to the AUL sales force as well as the home office personnel fro all retirement plan issues. Additional duties included training AUL personnel seeking employee benefits credential certification, assisting in plan defect resolution, conducting internal compliance audits on retirement plans, and assisting the AUL sales force in designing qualified plans.
Mr. Tenenbaum has been a feature speaker at ASPA regional and national conferences, the 1995 IRS/ASPA Conference Meeting held in Los Angeles, and the 1995 and 1997 IRS/ASPA Mid-State Conference Meetings held in Chicago.
Mr. Tenenbaum has also co-authored several articles in the Journal of Pension Benefits including: (1) The 403(b) Examination Guidelines: A Road Map, Autumn 1995; (2) How Does Congress Spell Relief? C-O-M-P-L-E-X-I-T-Y An overview of the major pension changes in the Taxpayer Relief Act of 1997, Winter 1998; (3) The Complexity of a SIMPLE 401(k) Plan, Summer 1998; and (4) Are Your Retirement Plan Assets Protected From Creditors? Maybe, Summer 2000.
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