Tony Panagiotu of Panagiotu Pension Advisors will discuss creative retirement plan designs, including:|
401k plan designs which include Roth and tax deductible contributions
eligibility and why it matters
IRS and DOL audits
creative contribution allocations
cash balance plans
design ideas for companies of all sizes.
He will also discuss current budget proposals that could have a huge impact on qualified plans.
The final Mt. Rainier IMA speaker of the year is Tony Panagiotu of Panagiotu Pension Advisors (PPA). PPA serves more than 1,300 Pacific Northwest companies, handling the legal, accounting, and compliance issues for their retirement plans. Tony is a CPA, an attorney, and a local icon in the pension and 401K community. Most of our members have met him, hired him, heard him speak, or all of the above. He is a pension expert and a dynamic and engaging speaker. Tony will bring us up to date on recent pension plan changes, cutting through the industry jargon so we can understand how these changes affect us personally and professionally. Tony loves the fine print, so we don't have to! Please join us for 2 hours of CPE at our final meeting before summer break, at a special, one-time reduced price of $30 per person. We'll be introducing our new meal format: a delicious buffet with all the best appetizers (crab cakes, chicken wings, sliders) for your grazing pleasure. We'll also be announcing our scholarship winners. You can register any timeeven at the door! So bring a friend, and join us on May 15!
The Pacific Grill Events Center (View)
1530 Pacific Ave.
Tacoma, WA 98402
|Kid Friendly: No|
|Dog Friendly: No|
|Wheelchair Accessible: Yes!|