Virtual
Pension and Profit-Sharing Plan Strategies 2024
Date: Dec. 17, 2024
Time: 8 a.m. – 3:30 p.m. PT
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!
Product Code
1000002762-125017
Credit Type
CPE: 8CFP: 8CPE-Technical: 8IAR-PP: 6MCLE: 6.5Accessibility
Closed Captioning Available
Intended Audience
CPAs, attorneys, human resources and financial professionals.
NASBA Field of Study
Taxes
Level of Difficulty
Intermediate
Prerequisites
Basic knowledge of qualified retirement plans.
Advance Preparation
None
Learning Objectives
Major Subjects
- 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
Faculty
Additional Details
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.