Oconee State is greatly appreciative for the relationship you have with our institution.   As a partner to OSB, our wealth advisory team at Oconee State Financial Services invites you to join us for our  ‘Small Business Roundtable’ on Thursday, April 21st @ 8:30am (only 1 hour; breakfast/coffee to be provided).

The Goals for this (brief) educational breakfast are to provide you:

• Ideas that could help ‘Retain & Recruit’ talent in a tight and uber-competitive labor market.
• Retirement solution(s) that help employers and participants save more with significantly higher tax-deferred contribution limits and major tax deductions.
• Updates shaping the corporate retirement plan landscape (i.e. plan costs, options, etc.)

Our Guest Speaker:   John Benton CBC

Vice President – Sales Consultant Metro Atlanta | FuturePlan

https://assets.futureplan.com/futureplan-assets/FPCashBalance.pdf

John Benton and FuturePlan are not affiliated with or endorsed by Oconee State Financial Services or LPL Financial.For Plan Sponsor Use Only - Not for Use with Participants or the General Public.
This information is not intended as authoritative guidance or tax or legal advice. You should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.
A Cash Balance plan may be appropriate for businesses with consistent revenues for long-term funding where owners are older and earn more than the average employee. These types of plans have additional costs and generally involve engagement of an actuarial firm for plan administration.