ISCPA Breakfast Series: "Meeting Client Objectives: Retirement Plan Design"

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  • Date/Time
    • Oct 16, 2019
    • Sign In: 7:30am (MT)
    • Program: 8:00am - 9:00am (MT)
    • Add to Calendar
  • Location
    • ISCPA Enrichment Center
      1649 W Shoreline Drive #202
      Boise, ID 83702
    • Map
  • Credits
    • 1.00
  • Credit Type(s)
    • Specialized Knowledge and Applications (1.00)
  • Vendor
    • *** ISCPA ***
  • Level
    • Update
  • Fields of Study
    • Breakfast Series
    • Specialized Knowledge
  • Message
    • In Person Option

Description

There are many goals that clients seek to reach by sponsoring an employee retirement plan. Those objectives can include an owner’s desire to maximize their retirement contributions and tax savings, talent acquisition and retention, and a sincere desire to help their employees be prepared for their retirement years. JP will discuss various ways that plans can be designed to help achieve these results while staying compliant to IRS and DOL regulations.

Designed For

  • All ISCPA members
  • Objectives

    Start your mornings by joining fellow CPAs from around Idaho as well as industry experts to talk about best-practices, solutions and inspirational triumphs. These meetings will start your day off right with discussions on relevant topics and emerging issues impacting businesses in Idaho.

    The concept of these breakfast meetings is to engage all our members in business & industry, public accounting, education and law across the state once a month.

    The series will be offered both in person and virtually so that all ISCPA members can connect. We encourage those in the Treasure Valley to join us in person, however, you are welcome to choose the option that works best for you.

    Those joining us in person should arrive at the ISCPA Education Center in Boise between 7:30 and 7:45 am (8:00 am presentation start).

    Highlights

    Proud Sponsor of ISCPA's 2019 Breakfast Series

    Register Now

    Registration is closed. Please contact ISCPA at 208-344-6261 or email cpe@idcpa.org if you have any questions.

    Leaders

    JP Perryman

    JP Perryman

    JP has over 10 years of retirement administration experience. He started his career at National Benefit Services, a Third Party Administrator in Utah, personally working with over 80 401(k) plans and 2 large multiple employer plans. JP was also an Associate on the Goldman Sachs US Retirement and Personal Finance Team where he helped administered the company’s 401(k) plans and Defined Benefit Plan and roll out the company’s employee financial wellness program.

    JP lives in Eagle, Idaho with his husband, Cody, and their four children. As a family they enjoy horsemanship, skiing, team sports and fly-fishing.

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