Whether saving for retirement, reducing taxes, or combining the two, pension and profit-sharing plan strategies are your go-to solution. Discover t...
8/26/2026 8:00am - 3:30pm | Online | CalCPA
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CPE Categories: Taxation (8 CPE)
Whether saving for retirement, reducing taxes, or combining the two, pension and profit-sharing plan strategies are your go-to solution. 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.
CPAs, attorneys, human resources and financial professionals.
• 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
• 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
Basic knowledge of qualified retirement plans.
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