Pension and Profit-Sharing Plan Strategies 25-26
4.00 Credits
Member Price $329
Non-Member Price $439
Overview
Whether saving for retirement, reducing taxes, or combining the two, pension and profit-sharing plan strategies are your go-to solution. Get up to speed with the recently enacted SECURE Act 2.0 and learn the rules of the game. Discover the type of plan documents that work best for your clients, how to terminate a plan, different retirement plans you can choose from, contribution & deduction limits, reporting & disclosure rules, Form 5500 & participant communication requirements, and even how to do in-plan Roth conversions. Get ready to make retirement planning for your clients a breeze!
Highlights
NEW!! The SECURE 2.0 Act Types of documents: advantages and disadvantages, where they fit and plan termination issues Types of retirement plans Plan selection and design Contribution and deduction limits and timing Reporting and disclosure: Form 5500 and participant communications Legislative environment In-plan Roth conversionsPrerequisites
Basic knowledge of qualified retirement plans.
Designed For
CPAs, attorneys, human resources and financial professionals.
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 ownershipPreparation
None
Leader(s):
Leader Bios
Mark Clark
Mark Clark, QPA, APA, is a partner in Benefit Associates, Inc., a fee-only pension and profit-sharing plan consulting and administration firm based in Orange, Calif. His areas of practice include complex issues relating to the design, implementation, and operation of qualified retirement plans. Mr. Clark is a member of the California Society of CPAs, the American Society of Pension Professionals & Actuaries and the National Institute of Pension Administrators. He is a guest lecturer at the University of California, Irvine’s CFP program and a chapter speaker at CalCPA meetings throughout the state. He is a course instructor and a conference speaker for the Education Foundation and a course instructor and author for Spidell Publishing.
Non-Member Price $439
Member Price $329