Solo and Small Firm

The Practitioner Fall, 2019, Volume 25, Issue 4

Retirement Plan Options for Small Law Firms

By Sherrie Boutwell & Jim Norman

Sherrie Boutwell has focused for thirty years in the areas of employee benefits law and ERISA, with an emphasis on retirement and deferred compensation plans. Sherrie has extensive experience and is a highly sought after speaker/writer/ advisor on employee benefits topics. Sherrie takes pride in bringing a practical and down to earth approach to resolving complex benefits issues involving qualified plans, non-qualified plans and health and welfare plans.

James R. Norman, Jr., MBA, QPA, ERPA is an Enrolled Retirement Plan Agent, enrolled to practice before and represent clients with the IRS on all retirement plan matters. Since 1991 he has held a Qualified Pension Administrator designation from the American Society of Pension Professionals and Actuaries. Jim is an expert in the design of 401(k), profit sharing and cash balance pension plans. Jim joined EGPS in 2015. He is also a co-founder of Penchecks, Inc., the largest independent retirement plan benefit distribution processor. Jim was a shareholder and board member for 25 years.

Retirement savings is an important issue for the financial stability of all individuals. While not all individuals recognize this as a priority early in their professional lives, small businesses are wrestling with the best way to facilitate retirement savings for their owners and employees, either out of a need to offer competitive benefits, a sincere concern for their employees’ retirement planning, or, in some states such as California, under state-mandated requirements.

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