Jerry Kalish

ID: 1b837e4e-2619-30fb-68c4
Unclaimed

Professional Bio

Jerry Kalish is President of National Benefit Services, Inc., retirement plan consultants and administrators, which he founded in 1978 when 401(k) was enacted into law.

He is a member of the Great Lakes Area TE/GE Council, a 501(c)(3) organization whose members are benefit practitioners who meet regularly with the Internal Revenue Service and the Department of Labor on ERISA matters.

Jerry provides continuing education programs for attorneys, CPAs, and the financial services industry and has co-taught the course on non-ERISA retirement plans, 403(b) plans, and 457 plans at John Marshall School of Law LLM Program in Employee Benefits.

He is on the International Advisory Board of The Center on Business and Poverty, a non-profit organization that supports businesses and non-profits that embody the practice of participatory capitalism.

Still Standing After the New Tax Law: Employee Commuter Tax Benefits
The Retirement Plan Blog ·
Entity Selection to Become Important Part of 2018 Tax Planning
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Entity Selection to Become Important Part of 2018 Tax Planning
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Will 2016 Form 5500 reveal outdated fidelity bonds or none at all?
The Retirement Plan Blog ·