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Event Details
Walsh & Nicholson Financial Group will be presenting the basic outlines of Retirement Plan options for businesses, including: 401(k), Defined Benefit Plans, SIMPLE, & SEP programs.
Topics covered for each Retirement Plan option will include:
- Impact of Plan Design on the Business Owner
- Deferral Limits
- Group Size Limits
- Wage Limits
- Contribution Sources
About Walsh & Nicholson Financial Group
Walsh & Nicholson Financial Group specializes in creating insurance and investment plans that are tailored to the individual needs of our clients. We welcome the opportunity to help you set and meet your financial goals.
Questions about this event or about registering?
Please contact Gigi Walsh at gwalsh@allegbank.com or 610-949-0776.
When & Where
Allegiance Bank, Berwyn Branch
564 Lancaster Ave,
Berwyn,
PA 19312
Wednesday, September 24, 2008 from 6:00 PM to 8:00 PM (ET)
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Hosted By
Allegiance Bank
Allegiance Bank is a Pennsylvania state-chartered full-service commercial bank formed in 1999 and headquartered in Bala Cynwyd, Pennsylvania. Allegiance Bank offers a package of services beyond traditional bank offerings, such as Allegiance University: free educational business classes for customers and community members. The Bank provides additional non-bank services, including financial planning, life and health insurance and retirement programs. The common stock of Allegiance Bank is traded on the OTC Bulletin Board under the symbol ABPA.
Allegiance Bank has five branches located in Bala Cynwyd, Berwyn, Bridgeport/King of Prussia, Old City Philadelphia, and Worcester.
