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Annual ERISA Update Lunch

Join ABG Consultants and our sponsors (Fidelity Investments and Nyhart) at the Hacienda for some delicious Mexican food and industry relevant presentations.

WHERE: 4100 E Mexico Ave, Denver, CO 80222
WHEN: May 31st, 2018
TIME: 11:30 AM – 1:00 PM

Valuable Insights for Plan Sponsors

**1 CPE Credit for Attendance**

Fidelity has been surveying plan sponsors since 2008 and each year's results provide insights into plan sponsors' needs and behaviors that service providers may find valuable in order to both win and retain business. Results show that what sponsors value the most can vary from the initial reason they hired their providers.

A Guide to Succession Planning using Cash Balance Plans

**1 CPE Credit for Attendance**

Cash balance plans are great solutions for highly profitable small business owners (e.g., attorneys, dentists, doctors) who want to maximize tax deductions and make large contributions to an owner’s retirement plan while giving employees a valuable retirement benefit. Learn how you can use them as an exit strategy as well.

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