Katrina Veldkamp Speaking at WP&BC OC Breakfast


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