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.

• 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