Which Type of Retirement Plan is Best for a Business Owner
Guest Expert: Scott Cloud, MPA, CPC, The Retirement Plan Company
Date:
Webinar Replay Description
During this presentation, Scott Cloud, MBA, CPC of The Retirement Plan Company, LLC (TRPC) discussed several different types of plans from which business owners can choose to enabl
Comments
"New Ideas" Learned According to Webinar Attendees:
"Scott provided a wealth of information on the relevant business owner retirement plans. Information was well presented and questions were clearly elaborated. The SECURE 2.0 Act start-up costs are a significant benefit to consider for past and future plans."
"Seeing the contribution numbers for cash balance plans was a great reminder."
"I learned that profiles can be created and plans can be assigned to those that fit into certain profiles."
09.28.2023 - Retirement Plans
Attendees Comments:
"New Ideas" Learned According to Webinar Attendees:
"Scott provided a wealth of information on the relevant business owner retirement plans. Information was well presented and questions were clearly elaborated. The SECURE 2.0 Act start-up costs are a significant benefit to consider for past and future plans."
"Seeing the contribution numbers for cash balance plans was a great reminder."
"I learned that profiles can be created and plans can be assigned to those that fit into certain profiles."