Steven has over 40 years of experience working with Small Business Owners and CPAs focused on Qualified Retirement Plans. Throughout that time, he has held Senior Operations and Sales positions, Retirement Plan Leadership responsibilities, and National Business Development and Consulting duties.
As Vice President of Qualified Plans, Steven’s objective is to assist business owners and CPAs in navigating the seemingly complex world of retirementplans, making them simple to understand and administer.
Recent legislation changes regarding retirement plans, significantly reduces the fiduciary liabilities of the business owner, while reducing costs, and increasing staff productivity. These changes accentuate the positives associated with offering a retirement plan without incurring significant liability. The presentation highlights certain aspects of the legislation changes, the impact to business owners who may have a plan today, or considering offering a plan to their employees, while providing comparisons between the current landscape, and an alternative solution that benefits the employer and the employees.
Key Takeaways:
Business owners will understand the fiduciary liability risks associated with offering a retirement plan.
Business owners will be educated on recent legislation changes in retirement plans that can reduce their liability risk associated with offering an employee qualified plan.
Business owners will be educated on how they can reduce cost to the business and increase employee productivity through an alternative qualified plan solution.
YOUR PRIVACY CHOICES