Business Owners – Exploring Qualified Plans (Defined Benefit & Pension Plans)

You Have an Important Role to Play in Your Employees’ Future

When it comes to owning and running your own business, there is a lot to consider! For instance, how will you help your employees plan for their retirement?

Starting a retirement savings plan can be easier than you think. Additionally, many retirement programs provide tax advantages to both employers and employees.

Most private-sector retirement vehicles stem from defined contribution plans or defined benefit plans. Find out why having a retirement plan for your employees is in your best interest and how it can benefit your bottom-line during Business Owners – Exploring Qualified Plans (Defined Benefit & Pension Plans) on Tuesday, August 8th at 6:00 pm EDT.

Experts estimate that Americans will need 70 to 90 percent of their preretirement income to maintain their current standard of living in retirement. Now is the perfect time for you and your employees to start planning. As an employer, you play an essential role in helping America’s workers save.

Meet Forward Accountancy

Jennifer moved to Humboldt County in 1975 from Southern California. She has worked in public accounting since 1980 and joined our firm in 2006. Jennifer works primarily in tax preparation for individuals and business entities.

Bachelor of Science Degree in Business Administration, Humboldt State University, 1977
Humboldt State University, completion of courses necessary to sit for the CPA exam

Professional Designation
CPA, licensed in California

Professional and Civic Involvements
Member of the California Society of CPAs
PTA board member since 1998

Community Involvements
Volunteer for school events
Donate baked goods for Soroptimist International of Arcata and other local fundraising events

Hosted by:

Forward Accountancy

Establishing a Retirement Plan for Your Employees is Easier Than You Think!

It’s easy to establish a retirement plan that benefits you, your business, and your employees, and there are a number of incentives for having a plan.

My goal is to provide useful information regarding the differences and benefits of defined benefit and defined contribution plans during this experience. I’ll answer frequently asked questions and debunk common myths along the way.

Offering a retirement savings plan will help your employees start saving for their future and provide your business tax savings. Choosing the right plan may also help you attract and retain qualified employees. You will help secure your own retirement as well.

Sign up today to join me for Business Owners – Exploring Qualified Plans (Defined Benefit & Pension Plans)!

I Look Forward to Sharing This Experience with You on Tuesday, August 8th at 6:00 pm EDT!