Retirement Plans for Small Business Owners

Victoria will review a variety of all retirement plan options, detailing the benefits of transitioning from a SEP or SIMPLE IRA into a 401(k) or Defined Benefit Plan. She will review the SECURE Act 2.0. and changes to 401(k) plans that are sponsored by small businesses. We will learn how to expand coverage, increase retirement savings, and simplify and clarify retirement plan rules.

Victoria Molina Buckels represents a boutique qualified retirement plan, third-party administration firm in Orange County. Victoria works with accountants, CPAs, financial advisors and bookkeepers to bring the most beneficially designed retirement plan to small business owners in the area and out of state. She has helped over 200 businesses, within 8 years, create and maintain their 401(k), Profit Sharing or Defined Benefit Plan(s). She enjoys sharing success stories so that you can relate your clients to the experiences she has shared with many business owners over the years.

Victoria began her career in marketing and sales after obtaining her bachelor of arts degree from CSU Fullerton. With over a decade of experience marketing qualified retirement plans plus 20 years in banking and advertising, Victoria finds the simplest way to introduce and establish retirement plans for business owners, financial advisors and accountants.