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Webinar (CA): Pension and Profit-Sharing Plan Strategies

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.

Learning 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.

Major Topics

• Types of documents: advantages and disadvantages, where they fit and plan termination issues
• Types of retirement plans
• The SECURE Act
• The CARES 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

Provider
California CPA Education Foundation
Course Level
Intermediate
CPE Field of Study
Tax
8
Who Should Attend

CPAs, attorneys, human resources and financial professionals.

Instructor(s)
Mark Clark
Prerequisites

Basic knowledge of qualified retirement plans.

Advanced Preparation

This webinar is produced by AICPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Location
Webinar
Event Information
When
Nov 1, 2021
9:00 am - 4:30 pm MDT
Location
Webinar
Total CPE Credits
8
Format
Webinar

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$289.00

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$389.00
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Webinar (CA): Pension and Profit-Sharing Plan Strategies


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