Stay Well • Stay Home • Stay Educated
Welcome to the new normal. The Sacramento Chapter of NIPA board hopes all members are staying well and staying home during the current COVID-19 Pandemic. We are here to help you stay educated by partnering with the Sacramento Chapter of WP&BC to bring you education through the magic of webinars.
While our everyday work life may look/ feel/ be a bit different, our education need not be. Unlike our last webinar this time you will have the ability to ask questions.
We invite you to join us, for our next information-packed webinar on April 22nd. (make it fancy with a beverage of your choice, dim the lighting, grab the best seat in the house, next to your favorite pet, and put on your fanciest PJs)
Greater Tax Deferral Using Cash Balance Plans
with local Kravitz Director of New Plan Design, Ken Guidroz
Polycomp Pension Consultant, Phil Giles, QKA
In today’s rising and more nuanced tax environment, many business owners and partners of firms are looking for larger tax deductions and accelerated retirement savings. Cash Balance Plans may be the solution for them.This presentation provides an update on the latest law changes, design options and features of Cash Balance Plans for you and your clients.
- Cutting-edge designs
- Who is a good candidate and who is not
- New interest crediting rate options
- The most recent impact of the Tax Cuts and Jobs Act (TCJA) & the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) on CB Plans
- How to handle over and under-funded plans
- How to explore plan options for your client
Webinar: 5:00pm to 6:30pm | Q & A: 6:30pm
Please register below and a link for the webinar will be provided to you closer to the event time.
$30 member fees | $50 non-member fees