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Principal: Selling nonqualified deferred comp plans in a post-tax-reform world

March 12, 2018 @ 10:30 AM - 11:00 AM

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Principal Learning Network

March 12, 2018
10:30 – 11:00 a.m. (Central)

To Participate: 866-599-9219
Password: Focus

Selling nonqualified deferred comp (NQDC) plans in a post tax reform world

  • Andy Dalgliesh, CPA*, CLU®, ChFC® — Director, Nonqualified
  • John Laurenzo — Assistant Director, USIS Marketing

Call objectives

  • Discuss how the Tax Cuts and Jobs Act affected deferred compensation plans from both a plan sponsor and plan participant perspective
  • Discuss other provisions in the Act affecting employers and highly compensated employees
  • Learn what tools are available for you and your clients to summarize the impact of tax reform

Check out past discussions on sales opportunities on our Events archive.


*CPAs do not provide tax or accounting services on behalf of the companies of the Principal Financial Group.



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March 12 PLN ›

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Tax Cuts and Jobs Act site: www.principal.com/taxreform (Impact on Businesses section)

NQDC Tax Reform Opportunities (PDF)

Business Provisions Overview (PDF)

State Corporate Tax Rates Summary (PDF)

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