Pension and Profit-Sharing Plan Strategies 2024

Tuesday, December 17, 2024

Webcast or Webinar, Online

11:00AM - 6:30 PM (opens at 10:30AM) EST

8Credits

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$299.00 Regular Price

Non-Members

$399.00 Regular Price

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Course Type: Webcast

Course Code: 24/2125017

Level: Intermediate

Vendor: California CPA Education Foundation

Field of Study: Taxes

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!

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:

• 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 conversions

Registration is Open

CPE PowerPass Users

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