Picking a Perfect Plan

Tuesday, May 15, 2018 - 2:25pm3:40pm

Discover the various basic retirement plans appropriate for the small business employer. Help your clients and plan sponsors realize the value of adding a plan or the value of their existing plan.
Objectives:
- Identify retirement plan options available to small business employers.
- Estimate the costs benefit of the plan selected.

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CPE Credit: 
1.50
Speaker(s) Speaker Details Session(s)
Steve Swirnow JD, Vice President & Senior Legal Counsel, T. Rowe Price Associates, Inc., Owings Mills, Maryland 15
Carol Zurcher CPA, CGMA, PFS, Partner, Thomas, Zurcher & White, P. A., Winter Park, Florida 15, 65