Webcast: Pension And Profit-Sharing Plan Strategies

Gain practical knowledge of tax-qualified retirement plans and strategies that will help practitioners better advise clients on the most appropriate options for their businesses.

This course covers defined benefit plans, defined contribution plans, and combination designs to optimize benefits to business owners and help acheive specific client goals. We will also discuss safe harbor 401(k) plans, allowable contributions, deductions, allocation methods and more.

Learn key planning considerations, such as eligibility, vesting, and participant loans; Form 5500 reporting and participant disclosure issues; plan fiduciary considerations, and review the legislative environment.