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Maximizing Investment and Tax Savings through Cash Balance Plans

Thursday, March 25th at 3:00 PM (EST)

“Maximizing Investment and Tax Savings through Cash Balance Plans” is a must-attend webinar for any business owner looking to maximize pre-tax savings.

Webinar Summary

Please join Owner Resource Group for a brief webinar titled “Maximizing Investment and Tax Savings through Cash Balance Plans” discussing the potential Biden administration tax changes and how they may impact your income taxes and investments.

Round Table Wealth Management and Prime Pensions, Inc. will review the potential changes and introduce the topic of Cash Balance Plans as a means for business owners to maximize pre-tax savings – up to hundreds of thousands of dollars.  For those unfamiliar with the topic, a Cash Balance Plan is a type of qualified retirement plan that allows individuals to contribute significantly more than traditional retirement plans, such as 401(k)s or IRAs.

Topics to be covered include:

  • Impact of Biden Administration Tax Proposals
  • Common Qualified Retirement Plans
  • How can a Cash Balance Plan help you MAXIMIZE savings and investments, while decreasing taxable income?
    • What is a cash balance plan
    • Advantages of using a cash balance plan
    • Key considerations when adopting a cash balance plan
    • Investment risk management for cash balance plans
    • Good candidates to adopt cash balance plans

Maximizing Investment and Tax Savings through Cash Balance Plans



Jessica Borowy

Jessica Borowy

Jessica is a Vice President at Owner Resource Group (ORG), a private equity firm in Austin, TX focused on growing founder-owned and family-held businesses in the manufacturing, distribution and business services industries. She is a member of the ORG Industry Group and specializes in the food & beverage, pet and business services sectors and is involved in the strategic development of ORG Partner Companies. Jessica obtained her B.S. from University of Texas at Austin and has 15 years of experience in the financial services industry.

Scott Feit

Scott M. Feit

Scott Feit, a Principal of Prime Pensions, Inc., has over 20 years of experience as a pension consultant, designing, implementing and administering thousands of corporate retirement plans.

Scott is a member of the American Society of Pension Professionals & Actuaries (ASPPA), he is a Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA) and a Qualified 401(k) Administrator (QKA). Scott is also an Enrolled Retirement Plan Agent (ERPA). As an Enrolled Retirement Plan Agent, Scott is allowed to represent companies before the Internal Revenue Service on retirement plan matters. Scott has written and published an article for the New York State Society of CPAs, “Should a 401(k) Plan Be a Safe Harbor 401(k) Plan?” (The CPA Journal). Scott has lectured extensively on 401(k), profit sharing and pension plans.

Robert Davis

Robert Davis

Robert Davis, a Partner and the Chief Investment Officer of Round Table Wealth Management, has been with the firm since 2006. Bob is the chairman of the firm’s Investment Committee and his responsibilities include the development, review and analysis of investment strategies, portfolio and risk management, asset allocation, manager selection and due diligence, and product review.

Bob has both a B.A. and M.B.A. from Southern Methodist University and has over 20 years of experience in the financial industry. Prior to joining Round Table, Bob served as vice president of a single-family office with over $1 billion in assets, where he was responsible for investments in both traditional and alternative asset classes. He began his career at a New York-based boutique investment bank. Bob holds both the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations. Bob enjoys playing competitive lacrosse, distance running and competing in triathlons.

Robert Davis

Anthony Rosetti

Anthony Rosetti is a Director, Wealth Advisor at Round Table Wealth Management, based out of our Boca Raton, Florida office. Anthony is responsible for developing and managing clients and coordinating all aspects of the Investment Management and Financial Advisory services for his relationships.

Anthony began his career in the financial services industry in 2009 and spent the early part of his career in the private wealth management division of a national broker-dealer in New York City. In order to broaden his investment knowledge and experience within the industry, he completed the CFA designation and moved over to the institutional side of the business in Prime Brokerage Sales. While there he was responsible for building complex financial models to help evaluate bank financing relationships with some of the largest hedge funds in the world. Most recently he was an investment analyst at a global broker-dealer working primarily with corporate 401k plans, foundations and endowments, and high net worth individuals.

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