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Mr. Douglas Boneparth grew up in the business, working in his father’s financial planning practice from an early age. This experience inspired him to become one of the youngest CERTIFIED FINANCIAL PLANNER™ practitioners in the country at the age of 25. He currently serves as the CFP Board Ambassador for New York, educating the public and the media about how CFP® professionals and financial planning can help people achieve their financial goals. Additionally, Douglas has been named to the InvestmentNews Top “40 Under 40” Class for 2016.
Passionate about his message, Mr. Boneparth also provides financial education and literacy seminars across New York City. He has been a featured speaker at the NYU School of Law, NYU Stern School of Business, Fordham Law School and the New York City Bar Association. Mr. Boneparth is active in w!se, a New York City organization that teaches financial life skills to high school students. He has appeared on CNBC’s On The Money and Nightly Business Report, ABC’s Good Morning America and World News Tonight, Fox and Friends, as well as in The Wall Street Journal,The New York Times, U.S. News & World Report, among others.
Mr. Richard A. Sirus focuses his practice on corporate, transactional, tax, employee benefits, executive compensation and health law. He represents clients ranging from publicly traded companies to Taft-Hartley Benefit Funds, including sole proprietorships and executives, providing counsel on general corporate, planning and fiduciary matters, with broad experience in the design, preparation, implementation and administration of retirement plans, employee stock ownership plans (ESOPs), health plans, executive compensation arrangements and fringe benefit programs. Mr. Sirus consults regularly with clients regarding fiduciary responsibility and liability matters. He also represents and consults with executives in the assessment, negotiation and preparation of employment arrangements and agreements, including compensation and bonus packages, option and equity arrangements, benefits programs, and termination arrangements.
Mr. Sirus works with taxable and tax-exempt organizations, including consultation regarding multiple and multiemployer plan matters. He has represented clients before the Internal Revenue Service, the U.S. Department of Labor and the Pension Benefit Guaranty Corporation. He has also served as an expert witness on fiduciary liability and claims issues.
Mr. Michael Savage joined the Compliance Risk organization of Paychex in March 2015 as Manager, Retirement Services Compliance. In this role, he oversees a team responsible for regulatory compliance of the Paychex retirement products, government and industry group relations, and business partner consulting. Before joining Paychex, Mr. Savage was the Sr. Manager of Client Services at EPIC Advisors, a Rochester, NY based 401(k) provider with a niche in the banking industry. Prior to his time at EPIC Advisors, he was the Manager Director & Chief Investment Officer at Fischer Investment Group, a Pittsford, NY based Registered Investment Advisor. Mr. Savage received a BA from Geneseo State University and an MBA from Rochester Institute of Technology. He also holds the designations of Qualified 401(k) Administrator (QKA) and Qualified Plan Financial Consultant (QPFC). Mr. Savage lives in Pittsford, NY with his wife and two children. He is an avid cyclist and swimmer and is an active member of USA Triathlon.
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This Bloomberg BNA report is available on standing order, which ensures you will all receive the latest edition. This report is updated annually and we will send you the latest edition once it has been published. By signing up for standing order you will never have to worry about the timeliness of the information you need. And, you may discontinue standing orders at any time by contacting us at 1.800.372.1033, option 5, or by sending us an email to firstname.lastname@example.org.
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