November 1, 2022 8:00am – 3:30pm Map & Directions 602-252-4144

Webcast: Pension and Profit-Sharing Plan Strategies

Online registrations are currently closed, please call (602) 324-6847 for additional registration options

Description

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.

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

7:30am

Fees

Member:
$300
Non-CPA Staff:
$400
Non-CPA Staff (100% club):
$300
Non-CPA Staff (sole proprietor):
$300
Non-Member:
$400
Webcast
Specialized Knowledge
8

Objectives

  • Determine appropriate plans for your clients.
  • Identify administration and compliance issues.
  • Recognize fiduciary risk management.
  • Recognize key income tax issues related to plan funding.
  • Identify problematic plans and potential pitfalls.
  • Identify and review types of retirement plans: defined benefit, profit sharing, traditional Sec. 401(k), safe harbor 401(k), Roth Sec. 401(k) and employee stock ownership.

Course Level

Intermediate

Vendor

CalCPA Education Foundation More With This Vendor

Designed For

CPAs, attorneys, human resources and financial professionals.

Prerequisites

Basic knowledge of qualified retirement plans.

Highlights

  • Types of documents: advantages and disadvantages, where they fit and plan termination issues
  • Types of retirement plans
  • The SECURE Act
  • Plan selection and design
  • Contribution and deduction limits and timing
  • Reporting and disclosure: Form 5500 and participant communications
  • Legislative environment
  • In-plan Roth conversions

Notes

None

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