Small Business Council - Minding Your Business

The Pension Protection Act was made permanent this year. You’re thinking, “So what?”

This new legislation has large ramifications for both business owners and individual investors.  Any business owner that has a business retirement plan or is thinking of starting one in the future needs to know how this act impacts them.  Key issues include auto enrollment, Roth options, fiduciary and reporting requirements.  More critical issues for individual investors include "catch-up" contributions for IRA's and 529 college funds.  

Don Marable, AAMS, financial advisor for Edward Jones, will explain how it impacts your company and you personally at the next Minding Your Business, September 12, presented by Reliant Energy.

This program is suitable for any business owner, CPA or attorney as well as individual investors that should know what these changes mean and what action to take.