Savvy Social Security and Medicare Planning: What you need to know now to maximize your benefits! 

Well-designed Retirement Plans can simultaneously address two dichotomous small-business objectives:

• Provide a competitive benefit for rank-and-file employees; and 
• Enable owners to contribute and deduct substantial sums for their own accounts. 

“Plan Design” is the art of finding a favorable balance between Employee costs and Owner opportunity.

The presenter, Rob Slimmon, will describe the range of opportunity - from Defined Contribution, to Cash Balance, to 'Piggyback' Plans - associated with various designs.  The emphasis will be on small- to medium-sized business owners.

Agenda:
7:30-8:00 a.m.: Registration/Networking
8:00-9:00 a.m.: Program

About the Presenter:

Rob Slimmon, principal
NestEggs, Inc.

Rob is a principal of NestEggs, Inc., an SEC-Registered Investment Advisor Fiduciary specializing in the turn-key design, implementation, record-keeping and investment management of retirement plans for small-to-medium-sized entrepreneurial businesses, where the dichotomous goals of providing tax-sheltered growth for owners and a competitive benefit for employees present a challenge. 

Rob has been practicing in the retirement plan arena since the early 70s; his experience encompasses ERISA, the Tax Reform Act of 1986, the Pension Protection Act of 2006 and other lesser legislation & regulation. During that time he has written three textbooks about retirement plan design as well as numerous articles for professional societies. He has been a frequent speaker to CPA and attorney groups. Rob also co-authored the first daily-valuation retirement plan recordkeeping system. 

Rob graduated from Princeton University, where he was a University Scholar, and obtained his MA from The University of Illinois.