Plan Types from A to Z

Session Date: 
May 8th, 2017 - 1:00PM2:15PM


Discover the various basic retirement plans appropriate for the small business employer. This session will explore retirement savings options from IRAs to Cash Balance Defined Benefit Plans. Find out what types of plans offer the best advantages for your client.

The attendee will:

  • Understand the basic plans available for the small business owner, including understanding the benefits to the company owners.
  • Compare and contrast various contribution and design strategies so that you can assist your clients in choosing the right plan.
  • Understand the basics actions necessary to establish and implement a plan and on-going administrative needs.

Field of Study:

Session Type:

Skill Level:

Speaker(s) Speaker Details Session(s)
Cindy Dwyer CPA, Director, Mayer Hoffman McCann, Kansas City, MO 10, 44, 52
Mark Swedelson CPA, QPA, VP, Goldberg, Swedelson & Associates, Encino, CA 10, 21

Field of Study Legend

Behavioral Ethics
Business Management & Organization
Personal Development
Specialized Knowledge

Skill Levels Legend

L1 - Level 1
L2 - Level 2
L* - Level 1 & Level 2