Employee Benefit and Retirement Planning: Pension and Deferred Compensation Tools

Description

There are numerous tools available in the field of employee benefit and retirement planning. This course provides an overall review of a variety of qualified and non-qualified planning tools. Understand the advantages and disadvantages, tax implications, and design factors of each one, and learn how to use these tools to meet clients’ objectives.

Learning Objectives
  • Compare a variety of qualified and non-qualified planning tools to assist in addressing clients’ employee benefit and retirement planning objectives.
Major Topics
  • 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 non-qualified deferred compensation plan
  • Tax implications when using a non-qualified deferred compensation plan
  • How to use vesting provisions in a profit-sharing plan
  • IRC §401(k) plan issues
  • The “Roth 401(k)”
  • 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
Provider
Werner-Rocca
Course Level
Basic
Professional Area of Focus
Tax
Personal Financial Planning
CPE Field of Study
Taxes
8
Who Should Attend
CPAs, EAs, attorneys, and financial planners
Instructor(s)
Anthony Rocca
Location

Loyola Graduate Center, 2034 Greenspring Dr Timonium, MD 21093

View in Google Maps
Register Now
When
Nov 29, 2018
8:00 am - 3:30 pm
Location
Loyola Graduate Center, 2034 Greenspring Dr Timonium, MD 21093
Total CPE Credits
8
Format
In-Person
Instructor
Anthony Rocca

MEMBER


$ (% off)
$270.00
Price includes $40 early registration discount(s) - expires 10/29/2018
Price increases to $310.00 on 10/30/2018

NON-MEMBER


$ (% off)
$370.00
Price includes $40 early registration discount(s) - expires 10/29/2018
Price increases to $410.00 on 10/30/2018
Become a Member

Register for this Event

Employee Benefit and Retirement Planning: Pension and Deferred Compensation Tools


Loading