Webcast: Pension and Profit-Sharing Plan Strategies
Online registrations are currently closed, please call (602) 324-6847 for additional registration options
Gain practical knowledge of tax-qualified retirement plans and strategies that will help practitioners better advise clients on the most appropriate options for their businesses. This course covers defined benefit plans, defined contribution plans, and combination designs to maximize benefits to business owners. Also, discuss safe harbor 401(k) plans, allowable contributions, deductions, allocation methods, etc. SECURE Act - new rules regarding required minimum distributions, safe harbor 401k plans, plan start-up tax credits, long-time part time workers, and a whole lot more! Learn key planning considerations, such as eligibility, vesting and participant loans; Form 5500 reporting and disclosure issues; plan fiduciary considerations, and review the legislative environment.
ASCPA Live Online Webcast
Phoenix, AZ 85034-6617