Insights: Webinar

Business Trends: Which Small Business Retirement Plan Option is Right for You?

Course Description
As your business grows and changes, it is important to review your company's retirement plan to determine if your current plan is the best fit for you, your business and your employees. There are many things to consider depending on the size and anticipated growth of your business. Is it time for you to step up from a SIMPLE IRA or SEP IRA and to learn about the customized tax advantages and savings opportunities available through a 401(K) Plan or Cash Balance Plan? Join us to learn more about your retirement plan options and the best time of year to consider making changes.

Learning Objectives:
- Review types of retirement plans available
- Outline important deadlines for modifying or changing your retirement plan
- Identify how retirement plans may benefit small businesses under the new tax law

CPE Information
CPE Credits: 1
Field of Study: Finance
Level of Knowledge: Basic
Delivery Method: Web-Based Group Session

Additional Information:
These are web-group seminars. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Jason McKeever at 701.476.8773.

CPE Sponsors

Speakers

Jeff Lester

Jeff Lester

Financial Advisor

Jeff uses interactive planning to help his clients recognize their financial potential and achieve their financial goals. Many of Jeff’s clients are business owners. He works with Eide Bailly CPAs to provide clients with tax-advantaged strategies, and then he helps clients implement those strategies through sound investment management.