Nicole Parnell

Retirement Plan Design Strategies for Business Owners

September 22, 2022 | 3:20 pm - 4:20 pm

Overview:

With an ever changing legislative & economic landscape, business owners can benefit from plan design and tax strategy discussions to ensure they are offering the best retirement plan solutions.

Identifying the specific needs of the business owners and their employees is an important aspect of plan design –as having the right benefit package not only provides tax savings but can also be a powerful tool for recruiting & retaining the best employees.     

Learning Objectives:  

• Describe the different types of qualified retirement plans and understand how plans are matched with the unique needs of employers
• Recognize specific plan design options and recent regulatory changes that can provide increased tax savings
• Identify overall tax planning opportunities for employers interested in implementing or expanding their qualified retirement plan solutions

About Nicole:

Nicole is a managing director in BDO’s Global Employer Services practice, leading the national Retirement Plan Services specialty group, which includes third party administration, actuarial services, and ERISA compliance & reporting. With more than 20 years of experience in the administration of Qualified Retirement Plans, she has technical experience in all facets of plan design, operation, and compliance.