RSM

Aligning executive plans with traditional employee plans

Thursday, Aug. 3, 2017
2 p.m. EDT | 1 p.m. CDT | Noon MDT | 11 a.m. PDT
60 minutes

Join us on Thursday, Aug. 3, as retirement plan specialists discuss how to design a plan that will attract and retain highly compensated employees. We will also discuss the opportunities found in nonqualified plans. In a lively discussion, retirement plan specialist Mary Draayer and compensation and benefits tax specialist Anne Bushman will explore various considerations associated with nonqualified savings plans, including:


  • Qualified and non-qualified plan differences
  • Nonqualified deferred compensation design
  • Unfunded and informal funding options
  • Plans designed to prioritize objectives

Mary Draayer
Director, Employer Retirement Plan Advisory Services
RSM US Wealth Management LLC

Mary has over 35 years of experience in the retirement plan industry, working exclusively with 401(k), 403(b), profit sharing, defined benefit, employee stock ownership and non-qualified plans. She uses her deep industry knowledge to provide plan sponsors practical solutions that help build an efficient, valued retirement plan. Mary advises her clients regarding fiduciary responsibilities, compliance, investment and portfolio management, and employee education, as well as fee benchmarking analysis and provider selection.

Ann Bushman
Senior Manager, Washington National Tax
RSM US LLP

Anne is a member of RSM’s compensation and benefits group, where she researches, analyzes and addresses a variety of tax technical issues for RSM and its clients. She has over nine years of experience serving clients, working closely with businesses and individuals, guiding them in planning important business transactions and in complying with complex tax requirements and regulations. Anne’s industry experience includes real estate, manufacturing and distribution, business and other services. Many of her clients operate in multiple states and in a variety of structures and entity forms.

Who should attend?
Financial executives, human resources and related employee retirement plan professionals.

Learning objectives
After attending this course, participants will be able to identify and create a plan that attracts and retains highly compensated employees. Participants will also be able to discuss the opportunities found in nonqualified plans.

Cost
Complimentary

Questions?
Email us or call +1 800 274 3978.

CPE credit available
RSM US LLP is pleased to offer one CPE credit for attending this webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: Virtual group live
Field of study: Personnel and human resources | CPE: One credit