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Understanding Retirement Plan Options

Understanding Retirement Plan Options

Tuesday, December 5, 2017

3:00pm - 4:00pm GMT / 10:00am-11:00am EDT 

Dealing with the alphabet soup associated with retirement plans can be overwhelming - whether you're a U.S. or UK-based company. Understanding the nuances, along with the advantages and disadvantages of each plan type, is vital to structuring a plan that works best for your company. 

"Understanding Retirement Plan Options" topics include: 
- A review of retirement plans that are available to U.S-based employers 
- Key factors to consider when identifying which plan works best for your company 
- Employee and employer expectations of pension plans 

Speaker Bios: 
In the retirement plan arena, Jason Ice advises businesses on retirement plan options that align with their specific needs. Jason has more than 16 years of experience in financial services and has earned various licenses, certifications and designations. 

C&P Wealth Management advises on the financial affairs for a select group of high achieving families, for-profit companies and not-for-profit organizations. C&P Wealth Management currently manages over 50 different retirement plans. These plans include: 401(k), 403(b), 457(b), SIMPLE IRA, SEP IRA, Solo(k), Cash Balance Pension Plan and Profit Sharing Plans. 

Rob Whittall applies a unique cross-border perspective as he understands first-hand the differences between US and UK tax laws, the underlying cultural nuances, and how to approach each issue from a holistic operational and financial management perspective. 

With offices on both sides of the Atlantic, located in the US and the UK, Dyke Yaxley LLC is uniquely positioned to understand the opportunities, challenges and rising costs facing companies with international operations, as well as the complexity of planning and preparing taxes for individuals living and working abroad.

To view the webinar, click here.

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