February 1, 2023


Webinar


8 Total CPE Credits

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Webinar (CA): Pension and Profit-Sharing Plan Strategies

  • Instructor

    Mark Clark, QPA, APA

Learning Objectives

• 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.

Major Topics

• Types of documents: advantages and disadvantages, where they fit and plan termination issues

• Types of retirement plans

• The SECURE Act

• Plan selection and design

• Contribution and deduction limits and timing

• Reporting and disclosure: Form 5500 and participant communications

• Legislative environment

• In-plan Roth conversions

CPE Credits Available

8
Total CPE
8
Specialized Knowledge

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Basic knowledge of qualified retirement plans.

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs, attorneys, human resources and financial professionals.

Provider

California CPA Education Foundation

This event has ended.