Ideas and insight into smarter ... Practical Retirement Plan Strategies for Business Owners ... IRS-approved retirement
Ideas and insight into smarter retirement plans for owners, family members and preferred employees
the
MANDMARBLESTONEGroup llc May 2011
retirement plans redefined
2 Complimentary Hours of Accounting CE Credits Practical Retirement Plan Strategies for Business Owners Learn how to provide significant, IRS-approved pre-tax savings with little or no incremental cost to business owners.
In a 2-hour CE presentation, the MandMarblestone Group will show you IRS-approved retirement plan solutions that allow owners to tailor contributions to achieve significant tax savings. This will help you to service and retain your current clients through demonstrated added value, AND will facilitate winning new business.
What will you learn from our program?
How to maximize the pre-tax savings capabilities of your clients’ retirement plans, while controlling overall costs
How to take advantage of the flexibility of the MandMarblestone OCPP® (One Category Per Participant) PLAN DESIGNS to:
Don’t miss this opportunity to add tools to retain current clients and win new business; ESPECIALLY in today’s unpredictable economy.
Favor Owners, their family members and key staff members with higher contributions
Minimize and predict staff contribution costs
Increase annual contribution amount flexibility to be responsive to changes in economic and business conditions without the need for costly plan amendments
Utilize a retirement plan as part of a pre-tax bonus structure to enhance retention of key talent
BONUS DISCUSSION – CASH BALANCE PENSION PLANS Learn how to increase annual, individual pre-tax savings to $100,000 or more with combination cash balance pension plans along with 401(k) profit sharing plans.
Earn 2 complimentary CE Arrange your CE Seminar NOW credits in your own office Date: You Pick the Date
Location: Your Office (minimum of 5 attendees needed)
How do I arrange for this to happen? Contact Leslie Brown by June 15, 2011 for immediate scheduling: Via phone: 215-222-5000 Via e-mail:
[email protected] Sponsored By: the MandMarblestone Group, llc 2929 Arch Street – Suite 600 Philadelphia, PA 19104 215-222-5000
To learn more about our OCPP plan design or about retirement planning If you’d like to discuss how we might help you, call or e-mail Bob Mand, in general, please call the Ken Marblestone, Lori Gordon, Ian Haring or Mike O’Connell at MandMarblestone. 215-222-5000, or email us at: MandMarblestone Group at 215-222-5000
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[email protected] We also remediate problematic plans to full IRS compliance.
You also may reach us through our website: www.mand.com.
If you do not wish to receive future copies of our Qualified Planning Ideas email, please reply to
[email protected] and type the word unsubscribe in the subject line. This email is sent in order to share general planning concepts. It is not intended to constitute legal advice. May, 2011. All rights reserved. IRS Circular 230 Disclosure: Unless expressly stated otherwise, any tax advice contained in this communication (including any attachments) was Not written and is not intended to be used, and cannot be used by you, the taxpayer, or any advisor for the purpose of (i) avoiding penalties Imposed by the Internal Revenue Code or (ii) promoting, marketing, or recommending any transaction or matter addressed herein to any other party.
