The Top 10 Mistakes in Partner Retirement Plans

Is your firm guilty of any of these?

By Marc Rosenberg

Mistakes abound in partner retirement plans. Here are the top 10 we see:

MORE ON RETIREMENT: Are Partner Buyout Plans Just Ponzi Schemes? | 20 New, Essential Keys for Today’s Partner Retirement Plans | Clawback and How to Handle It | Can Partners Compete After They Leave? | How to Juggle Tax Considerations for Partner Retirement Benefits | Retirement Plan Funding? What Funding? | Vesting Can Cover Part-Timers, Too

Posted on June 18, 2015

Marc Rosenberg

About the Author

Marc Rosenberg, CPA, is a nationally known consultant, author and speaker on CPA firm management, strategy, and partner issues.

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His CPA Trendlines publications include:

President of his own Chicago-based consulting firm, The Rosenberg Associates, he is founder of the most authoritative annual survey of mid-sized CPA firm performance statistics in the country, The Rosenberg Survey. He has consulted with hundreds of firms throughout his 20+ year consulting career. Accounting Today has acknowledged Marc Rosenberg as one of Top 100 Most Influential People in the CPA profession for the past 11 consecutive years and INSIDE Public Accounting has repeatedly recognized him as one of the Ten Most Recommended CPA Firm Consultants.

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