Virtual
Pension and Profit-Sharing Plan Strategies 26-27
Date: June 25, 2026
Time: 8 a.m. – 3:30 p.m. PT
Member
$329.00
Nonmember
$439.00
Members, log in to access your discount.
Overview
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.
Product Code
1000004877-138946
Credit Type
CPE: 8CFP: 8CPE-Technical: 8MCLE: 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
- 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
Other Dates
Faculty
Additional Details
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.