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New Developments in Qualified Retirement Plan Design for Medical Practices
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This seminar will discuss the new developments in qualified retirement plan design for medical practices. Currently there are many types of retirement plans available to small business owners. The presenter will discuss which types are beneficial to medical practices and discuss ways in which medical firms can design and revise their retirement plans in order to increase partner contributions and reduce staff cost.

6/1/2017
When: June 1, 2017
6:30 - 8:30 pm
Where: Columbus Park Trattoria
205 Main Street
Stamford 06902
Contact: Juanita
203-513-2045


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New Developments in Qualified Retirement

Plan Design for Medical Practices

Presented by

Andrew E. Roth, Esq.

Danziger & Markhoff, LLP

Thursday, June 1

6:30 p.m. to 8:30 p.m.

Columbus Park Trattoria
205 Main Street
Stamford, CT 06902

ONLY A PHYSICIAN MEMBER, his/her spouse, or his/her guest are invited to attend

This seminar will discuss the new developments in qualified retirement plan design for medical practices.  Currently there are many types of retirement plans available to small business owners.  The presenter will discuss which types are beneficial to medical practices and discuss ways in which  medical firms can design and revise their retirement plans in order to increase partner contributions and reduce staff cost. 

The topics covered include:

  • Types of qualified retirement plans
  • 2017 contribution limits
  • Coordinating 401(k) plans and profit-sharing plans as a strategy to reduce staff costs
  • Defined benefit plans, including cash balance plans

There will be ample time for questions and answers about particular or individual cases.

Andrew E. Roth is a partner of Danziger & Markhoff LLP with over 30 years of experience as an ERISA attorney.  He is a frequent lecturer in the areas of pension, profit-sharing and employee benefits law.  He has substantial experience in designing and implementing qualified plans for business owners that maximize deductible contributions on their behalf.  His services include designing, drafting and obtaining IRS qualification for a broad range of defined contribution and defined benefit plans, as well as ensuring their continued compliance with applicable law.

Dinner included - Limited seating - Register early.
No Cost for FCMA Physician Member, Spouse or Guest

In the interest of full disclosure, the speaker and his/her company, product(s), or service(s) is
neither a preferred vendor nor endorsed by FCMA

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