Using Cash Balance Plans as a Tax and Investment Strategy

Date:September 26, 2013
Time:6:00 p.m. - 8:30 p.m.
Location: Alliance Bernstein - New York, NY

Katz, Sapper & Miller's Healthcare Resources Group (KSM) and Bernstein Global Wealth Management will host a presentation on "Using Cash Balance Plans as a Tax and Investment Strategy."

The 2013 tax increases combined with recent clarity from the Internal Revenue Service (IRS) under the Cash Balance Plan Regulations has led to the increased popularity of Cash Balance Plans. These plans are an effective tool for important tax savings while simultaneously providing an additional retirement plan funding vehicle for independent physicians and medical groups.








Karen Noel, Director, Employee Benefits Services Plan Group,
Katz, Sapper & Miller

Steve Lippman, National Director, Cash Balance Plans,
Bernstein Global Wealth Management

The presentation will cover the following:

  • Tax savings from implementing a Cash Balance Plan
  • Ideal candidates for a Cash Balance Plan
  • Investment strategy for a Cash Balance Plan
  • Retirement planning for professionals




1345 Avenue of the Americas (Between 54th and 55th Streets)
New York, NY 10105

Who Should     Attend:  

Independent primary care physicians and specialists and medical groups; and healthcare attorneys


 No fee

Hosted by Ben Lehrhoff, Vice President, Bernstein Global Wealth Management and
David Charles, Partner-in-Charge, Healthcare Resources Group, Katz, Sapper & Miller

Seating is limited, so please RSVP to Chris Djonlich at by Friday, September 20, 2013.