We’re Presenting!

This week, consultants from Independent Actuaries, Inc. (IAI) are presenting at the Employee Benefits Conference for the Oregon Society of Certified Public Accountants. As experts in retirement plan design and administration, we are excited to be presenting valuable information to this group.

At IAI we work with CPAs, Financial Advisors, and other professionals to find retirement plan-based solutions for their clients and prospects. Several times a year, we present on such topics as utilizing Defined Benefit Plans in business transitions and the mechanics and dynamics of Cash Balance Plans. In general, the presentations focus on different ways that retirement plans can be used to allow the owners of closely-held businesses to save a lot of money in a short period of time on a tax-deferred basis.

This week we are presenting to a professional group about how to determine the retirement plan design most appropriate in a given situation, but we also travel to individual firms to present these topics on site. You can find out more about the presentations we offer by visiting our website, and if you are interested in our coming to present at your firm, you can contact us.

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