Pension and Profit-Sharing Plan Strategies Webinar

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