Greater Philadelphia Chapter of SFSP
Event Location
Contact Greater Philadelphia Chapter of SFSP
1107 Paper Mill Road, Erdenheim, PA 19038
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
Show more event details Hide event details

Find Tickets

Tickets Price Fees Quantity
Members Free $0.00
Non-Members $40.00 $0.00
Sadly, this date has passed so tickets are no longer available.


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



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)

Event Wall

Tell Everyone You Went!
Facebook Page Twitter Page