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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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