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Webcast: Pension and Profit-Sharing Plan Strategies (CAEBPFP16)
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12/7/2016
When: 12/7/2016
8:30 AM until 4:00 PM
Where: Webcast
CALCPA
4161173D
United States
Presenter: Mark W. Clark, QPA, APA


Online registration is closed.
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Acronym CAEBPFP16
CPE 8 hours
Vendor CalCPA
Category
Management
Level Intermediate
Yellow Book No
Prerequisite Basic knowledge of qualified retirement plans.
Who should attend CPAs, attorneys, human resources and financial professionals interested in learning more about identifying and administering pension plans.
Members $245
CPA Non-Members $375

The Member rate applies to LCPA members, reciprocal state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Description

Gain the necessary knowledge of tax-qualified retirement plans and strategies that will help you better select the most appropriate options for different businesses. We'll cover everything from defined benefit plans to safe harbor Sec. 401(k) plans,and from employee stock ownership plans to contributions, deductions and allocation methods. 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.

Materials are provided as an ebook.

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.

Topics

  • Types of documents: advantages and disadvantages, where they fit, plan termination issues
  • Types of retirement plans
  • Plan selection and design
  • Contribution and deduction limits and timing
  • Sec. 404(c) compliance
  • Reporting and disclosure: Form 5500 and participant communications
  • Legislative environment
  • In-plan Roth conversions

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