Lunch and Learn - May 2019
Name:
Lunch and Learn - May 2019
Date:
May 22, 2019
Time:
11:30 AM - 1:00 PM CDT
Registration:
Register Now
Event Description:
BUSINESS RETIREMENT PLANS
Wednesday, May 22nd
11:30 AM - 1 PM
The Mark
Wednesday, May 22nd
11:30 AM - 1 PM
The Mark
- Presenters: Joe Finelli, Cibola Group at Morgan Stanley; Bryan Jones of Pension Administrators
- The Pros and Cons of your options and why businesses choose to offer this type of benefit
- Details:
- Business owners typically choose to offer a retirement plan for 3 main reasons: Altruism, Competition (reduce turnover), and Taxes.
- There’s a dizzying array of options – 401(k)s, Safe Harbor, SEP, Simple IRA and more – we’ll help make sense of each of the main options: Pros/Cons, typical costs and benefits, and real-life examples
- We’ll also cover the different parties that are involved in creating and servicing retirement plans and what piece each one is responsible for
- Whether you’re a single person business or have hundreds of employees, there are options that can work to help you achieve your goals – we’ll help you get pointed in the right direction
