Roger

Prince

Senior Manager | JD, APA

p.207.541.2314

f.207.541.2314

"It is important to remember that all business has an impact on the lives of real people."

- Lee R. Raymond

Gain a competitive edge with strategic compensation solutions


Roger is a Senior Manager in BerryDunn’s Tax Services Group focusing on Retirement Plan and Employee Benefits consulting. In addition to his Juris Doctor designation, Roger is an Accredited Pension Administrator.


Roger has more than 25 years of experience working with employers of all sizes with respect to their qualified and non-qualified retirement plans as well as their tax-favored employee benefits. Roger has helped many clients optimize their 401(k) or 403(b) plan design and has also served as a resource regarding executive deferred compensation.

Roger is also an expert on all other tax-favored employee benefits. This includes employer-provided welfare benefits (e.g., healthcare), fringe benefits of many types, and accrued leave programs. He is also an expert on the complexities of the Affordable Care Act (ACA), has spoken many times on the subject at industry events, and works with numerous employers on the ACA annual reporting requirements and the employer mandate.

Experience Highlights:

Roger helps clients with a variety of issues including:

Retirement Plans and Executive Compensation

  • Qualified and nonqualified retirement plan design
  • Qualified retirement plan comprehensive reviews
  • Qualified retirement plan problem resolution with IRS and DOL
  • Retirement plan and IRA distribution planning and analysis
  • Executive compensation design and analysis
  • Form 5500 preparation and review

Employee Benefits

  • Affordable Care Act compliance and planning
  • Fringe benefit design and compliance
  • Cafeteria plan consulting and design
  • Health Savings Account consulting
  • Form 5550 preparation and review

Download our EB Audit Checklist

Publications:

Presentations:

  • Are your Nonqualified Deferred Compensation Plans Up-to-Date?, BerryDunn's 2017 Annual Employee Benefits Seminar
  • Power Up for Changes in Executive Compensation, BerryDunn's 2017 Not-for-Profit Educational Session
  • Tax Aspects of the Affordable Care Act
  • Retirement Plan Fee Disclosure: Where are we and what is next?
  • Healthcare Reform: What Employers Need to Know
  • Stock Based Compensation Techniques
  • Hospital Update, Retirement Plan Topics of Interest
  • Form 5500, What You Need to Know to File
  • Employee Benefit Audit Training: What’s New in the Compliance World

Community Service:

  • York County Shelters, Inc. (United Way agency), Board Member & Treasurer
  • Northeast Hearing & Speech (United Way agency), past President of the Board
  • Serenity House (United Way agency), past President of the Board
  • Scarborough Youth Lacrosse Club, past Coach

Retirement Plan Fee Disclosure Rules

BerryDunn's Retirement Benefit consultants, Bill Enck and Roger Prince, cut through the confusion of the new Retirement Plan Fee Disclosure rules and deadlines.

Certification

  • JD

    APA

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