Boutwell Fay’s Katrina Veldkamp at WP&BC Orange County's final breakfast forum of the season. Join her and her fellow speakers, Thursday, May 19, 2022, from 8:00 am to 9:45 am, as they cover Odd Duck Plans. You'll learn about four powerful, but underappreciated plans. You can register for the breakfast here.
The event will cover:
403(b) Plans
What they are and who can sponsor them
Unique characteristics and how they compare to 401(k) plans
Recent developments
Employee Stock Ownership Plans
What is an ESOP
How and why are they used as an ownership succession vehicle
What are the tax advantages associated with ESOPs
Qualifying an ESOP candidate
Servicing an ESOP-owned company
Cash Balance Plans
What are Cash Balance Plans and why use them
Cash Balance considerations and who are the ideal candidates
Cash Balance case studies
Nonqualified Deferred Compensation Plans
Not subject to most of ERISA requirements
Internal Revenue Code requirements and types of plans
Advantages and disadvantages