Secure Employee Retirement Plans - Jim McCarthy

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Story Created: Feb 27, 2011 at 2:42 PM CDT

Story Updated: Mar 7, 2011 at 6:49 PM CDT

Mr. McCarthy is responsible for product management and development for the firm's individual retirement account, Section 529 education program and small business retirement products. Jim represents his company on the Securities Industry Association Retirement & Estate Planning Committee and has testified before both houses of Congress on retirement and education policy issues. He began his career at Merrill Lynch in the employee benefits area of the Private Client Counsel Group. He has a B.S. in Economics from the College of William and Mary and a J.D. from St. John's University School of Law. Talking Points: * Tax advantages of offering retirement plans to employees * Business benefits of a retirement plan * Tips on administration of a retirement plan

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