Become proficient in identifying candidates and implementing cash balance plans.
Many successful business owners desire larger tax deductions and accelerated retirement savings. Their existing 401(k)/profit sharing plan is not cutting it due to the restrictive contribution limits. Implementing a cash balance plan may be the best solution for such owners, as cash balance plans allow for significantly greater contributions on an annual basis. This topic is designed to help you understand how cash balance plans operate, as well as help you identify ideal cash balance plan candidates. With the cash balance plan market growing by double digits every year, it is important to become well-versed in these powerful retirement vehicles.
Agenda
Faculty
Kevin J. Donovan, CPA, EA, MSPA, FCA
Pinnacle Plan Design, LLC
- In 2001, he founded Pinnacle Plan Design, LLC, a third-party administrator for employer-sponsored qualified retirement plans
- Pinnacle Plan Design, LLC specializes in designing and administering custom cash balance plans and 401(k)/profit sharing plans to help owners of small to medium sized businesses reduce their current income tax liability and achieve their retirement goals
- An Enrolled Actuary and national speaker in the cash balance plan arena; he trains Enrolled Actuaries and other pension professionals from around the country on technical cash balance plan issues at annual industry conferences
- 2015 recipient of the ASPPA Educator’s Award. ASPPA is the premier national organization for retirement plan professionals
- Wrote the 2016 and 2017 Editions of the Defined Benefit Answer Book, published by Wolters Kluwer
- Past member of the ASPPA Board of Directors and the ASPPA Government Affairs Committee (GAC)
- Founding member of the ASPPA College of Pension Actuaries (ACOPA)
- Former instructor for PPD/Corbel, the nation’s largest sponsor of continuing education courses for pension professionals
- Can be contacted at [email protected]
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