Cash Balance Plans - A Powerful Tool for Small Business Owners

Date: Wednesday, January 6, 2021
Time: 12:00pm - 1:00pm
Location: Zoom ID: 978 3604 4170 Passcode: 073158
Speaker: Jeff Zobell - principal and former CEO of ABG Rocky Mountain

2020 has been anything but normal.  Recent legislation has created new opportunities and changed timeframes for traditional tax management through retirement plan design.  Cash Balance Plans offer the largest deductible contributions available to business owners.  Learn more about Cash Balance Plans and how these powerful tools can be used to help business owners save signficantly on taxes.  Also learn about innovative tools for clients who may have income coming in from forgiven PPP loans, or are looking to buy/sell professional practices.


A graduate from the University of Utah, Jeff Zobell started working in the ERISA retirement plan field in 1990.  He has served as a principal at ABG Rocky Mountain which recordkeeps and administers company sponsored retirement plans.  He served as CEO from 2013-2019.  He also served on the ABG National Board of Directors from 2012-2016.  Currently Jeff oversees the Defined Benefit and Cash Balance lines of business at ABG.


Zoom Link:

Meeting ID: 978 3604 4170

Passcode: 073158


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