How Healthcare Executives Can Maximize Retirement & Tax Savings

In this episode of EisnerAmper’s Healthcare Podcast, EisnerAmper’s Tony Davis sits down with Jeremy Palm, Partner and Qualified Pension Administrator (QPA) at EisnerAmper, to explore the intersection of healthcare and retirement plan administration. With over 18 years of experience designing and managing qualified retirement plans, including 401(k), profit-sharing, and cash balance plans, Jeremy shares insights on how healthcare organizations can optimize their retirement strategies to attract talent, reduce tax burdens, and ensure long-term financial wellness. Whether you're a healthcare executive, HR leader, or financial advisor, this episode delivers actionable strategies to elevate your retirement planning game.
✨ What you’ll learn:
🚀 How to design tax-efficient 401(k) and cash balance plans
💡 Strategies to attract and retain top healthcare talent through benefits
📊 Smart ways to manage profit-sharing and pension plans for long-term impact
🔍 Expert insights on compliance and plan optimization for healthcare businesses

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