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Pension and Profit-Sharing Plan Strategies Webinar

CPE

When
Dec. 11
9:30 a.m. - 5:00 p.m.

CPE Credits
8-Other

Details

 Pricing

PICPA Member: $245 | Nonmember: $345


 More Information

Course No.
4181173E
Level
Intermediate
Prerequisites
Basic knowledge of qualified retirement plans.
Note

This webinar is hosted by PICPA's partner, The California Society of CPAs. After registering, you will receive an email from the California Society with the log-in information.

Description

  • 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.

Highlights

  • 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
  • Sec. 404(c) compliance
  • Reporting and disclosure: Form 5500 and participant communications
  • Legislative environment
  • In-plan Roth conversions


Speaker(s)

Mark Clark is a partner in Benefit Associates, Inc., a fee-only pension and profit-sharing plan consulting and administration firm based in Orange, Calif. His areas of practice include complex issues relating to the design, implementation, and operation of qualified retirement plans.  Mr. Clark is a member of the California Society of CPAs, the American Society of Pension Professionals & Actuaries and the National Institute of Pension Administrators. He is a guest lecturer at the University of California, Irvine's CFP program and a chapter speaker at CalCPA meetings throughout the state. He is a course instructor and a conference speaker for the Education Foundation and a course instructor and author for Spidell Publishing.

 


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