QUALIFIED RETIREMENT PLANS
 Wednesday July 17
8:15 a.m. - 10 a.m.
Whalen & Company, CPAs
& Consultants
250 W. Old Wilson Bridge Rd.
Suite 300
Worthington 43085
Many business owners and individuals experienced tax rate increases earlier this year. With uncertainty about future tax rate increases, and with life expectancies increasing, sponsoring a retirement plan that saves money on a tax-deferred basis could be a valuable benefit both for you and your employees.
This presentation will explain advantages and disadvantages of common plans such as 401(k) plans, profit sharing plans, and defined benefit pension plans. It will explain the opportunities to defer income under each type of plan and also the typical mistakes plan sponsors make and fiduciary liability issues that attract the attention of the IRS or Department of Labor. These items will lead into a discussion of how to promote and evaluate the success of your plan
Even if you already have a plan, this session may be a good opportunity for you to learn ways to improve your administrative process or determine if another type of plan or amendments to your current plan would make sense.
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HOW TO REGISTER (DEADLINE IS JULY 15 )
Please respond to Tracy Ceritelli by email (click here) or call 396-4200 by Monday, July 15. Seating is limited to 20. Registrants will be accepted on a first-in, first-served basis.
The session will be held from 8:15 a.m. to 10 a.m. at the Whalen & Company office. Food and beverages will be available. There is no charge for the workshop.
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WORKSHOP PRESENTER
Greg Daugherty is a partner with Porter Wright. His practice consists of executive compensation and employee benefit plan issues for public and private companies and not-for-profit entities. He has assisted companies in designing stock and non-stock based incentive programs as well as employment agreements, severance agreements, change-in-control and parachute agreements, and other nonqualified deferred compensation plans. He also advises public companies on their executive compensation disclosure obligations under the securities laws.
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