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Greater Philadelphia Chapter of SFSP
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Contact Greater Philadelphia Chapter of SFSP
1107 Paper Mill Road, Erdenheim, PA 19038
215-878-1366
Villanova Conference CenterRadnor, PA, United States

Retirement Plans After the Fiscal Cliff

Thursday, November 21, 2013, 7:30 AM - 9:30 AM
Villanova Conference Center, 629 County Line Road, Radnor, PA 19087
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Description

Post Fiscal Cliff... what happens now? Retirement Plans After The Fiscal Cliff

 

Presented by: JO-ANN MASSANOVA, CPC, QPA, ERPA, CLU, CHFC, President/Owner, Estate & Pension Advisory Board
RETIREMENT PLAN CONSULTANT with 25 years experience and expertise in New Business Development / Business Strategies / Customer Relations

 

Topics to be covered include:

 

Post Cliff Tax Environment

-Affordable Care Act
-The American Taxpayer Relief Act of 2012
•Current income tax rates unchanged
•New higher marginal tax rate
•Hidden tax increase
-Obama Budget proposals
-Opportunities for Retirement Plans
• Contribution and compensation limits
•In-Plan Roth Conversions enhanced
-Tax qualified retirement plans
•Provide best deductions and vehicles to accumulate funds for retirement
•Options to consider to increase deductions and reduce tax costs

 

Retirement Plan Design
-Information needed to design a retirement plan
-Basic Concepts of Qualified Plans
-401(k) Plans
•Defined Contribution Case Study & Comparisons
-Cash Balance Plans
•What is a hybrid plan?
•Highlights of cash balance plans
•Appeal of cash balance plans from the employer & employee perspectives
•Cash Balance Case Study

 

Agenda:

Registration, Networking & Breakfast: 7.30 am

Program, followed by Q&A Session: 8.00 – 9.30 am

 

NO CHARGE for Current SFSP Members; $45 for Non-Members*

(*non-members who join the Chapter within 30 days of the event will receive a full refund of registration fee)

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