11:20a Choice 2 - Qualified Retirement Plans Strategies Post Tax Cut and Jobs Act

Sponsor: Compensation Planning

Credits: CPE (1) CFP (1)

Learn strategies in the post tax cut and jobs act market.

Approved for 1 CPE and 1 CFP. No RI Insurance CE.



Download the PPT Presentation: Qualified Retirement Plans Strategies

About the Speakers

Grant E. Brown, CPC, TGPC, ERPA, CFP®, Compensation Planning Inc. Grant joined Compensation Planning Inc. in 2012 after spending the previous 6 years in Washington, D.C and California working at a variety of retirement plan administrators. He specialized in complex qualified plan design for 401(k) plans and using traditional defined benefit or cash balance plans. Experience also includes working for IBM consulting for the IRS. Grant is the past President of the Financial Planning Association of Rhode Island.


Jeffrey A. Brown, JD, LLM, QPA, ERPA, Compensation Planning Inc. Jeffrey has been a pension consultant and educator for more than 30 years. Compensation Planning provides consulting, design, and administrative services for sponsors of qualified retirement plans. We deal with all kinds of plans, from 401(k) Plans to Defined Benefit Plans and Cash Balance Plans.

 


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