Employee Benefit & Retirement Planning: Pension & Deferred Compensation Tools

  EVENT DATE

April 30, 2019

  PRESENTER(s)

Arthur Werner

  1:00 PM ET | 12:00 PM CT | 10:00 AM PT | 120 Minutes




DESCRIPTION



There are numerous tools available in the field of employee benefit and retirement planning. It is important for practitioners and taxpayers to understand the advantages and disadvantages of these tools.

This course by expert speaker by Arthur Werner, JD, MS (Taxation) provides an overall review of a variety of qualified and nonqualified planning tools. Apart from exploring the pros and cons of each tool, this webinar will discuss the tax implications, design factors, and the utilization of these planning tools to meet clients’ objectives.

At the end of this course you will be able to compare a variety of qualified and nonqualified planning tools to assist in addressing and meeting the needs of clients related to employee benefit and retirement planning.

Session Highlights:

  • Six steps in the employee planning process
  • How to design the right pension plan for a business client
  • Advantages and disadvantages of a defined contribution plan
  • Advantages and disadvantages of a defined benefit pension plan 
  • How Keogh plans differ from other qualified plans
  • Distribution and rollover rules of an IRA and Roth IRA; advantages and disadvantages of simple IRAs
  • Design features of a money purchase pension plan
  • Types of benefit and contribution formulas under a nonqualified deferred compensation plan
  • Tax implications when using a nonqualified deferred compensation plan
  • How to use vesting provisions in a profit-sharing plan
  • IRC §401(k) plan issues
  • The “Roth 401(k)”
  • Features of a SEP
  • General rules of qualification under qualified pension and profit-sharing plans
  • Basic outline of the complex retirement plan distribution rules
  • Distinctive steps to installing a qualified plan

Also Includes:

  • Live Q&A session with speaker
  • PowerPoint presentation for reference
  • Certificate of attendance
  • 2 CPEs

Who Will Benefit:

  • CPAs
  • Enrolled agents
  • Attorneys
  • Finance professionals
  • Financial planners






CERTIFICATION PARTNERS

 
HRCI
HRCI
HRCI
HRCI