Retirement Plan Revolution! October 23, 2008

We would like to personally invite you and the CPAs in your firm to learn about Jumbo, Comparability Cross-Tested Profit Sharing Plans and Hybrid Retirement Plans with presenter Robert Albee, APA, Senior Pension Consultant and Senior Plan Administrator, Nationally-Renowned Speaker and member of the National Institute of Pension Administration and the American Society of Pension Actuaries.

Learn about the Qualified Retirement Plan Revolution brought about by the Pension Protection Act of 2006 and earn 2 CPE Credits!

The topics discussed will include:

♦ CASH BALANCE DEFINED BENEFIT PLANS
♦ FLOOR OFFSET DEFINED BENEFIT PLANS, and more!

Learn how to:

♦ MAXIMIZE BENEFITS AND TAX DEDUCTIONS OF OWNERS AND KEY EMPLOYEES
♦ MINIMIZE CONTRIBUTIONS FOR THE RANK AND FILE
♦ PROTECT YOUR CLIENTS' ASSETS FROM TODAY'S MARKET VOLATILITY

For a nominal fee of $25, each registrant will receive a continental breakfast and invaluable materials including workbooks, the IRS rules and regulations for compliance with all the plans discussed at the seminar, two CPE credits and more!



Breakfast begins at 8:00 and the seminar begins at 8:30.



This event is sponsored by Penn Mutual and SunLife Financial

Official Website: http://retplanrev.eventbrite.com