Mobile Edition

401(k): Hidden Value for Your Clients with Benchmarking and Case Studies (ACHVYC01)

Date:Thursday, December 14, 2017
Time:11:00AM - 1:00 PM
(Registration at 10:30AM)
Facility:Webcast or Webinar, Online
CPE Credit:2.0 Technical Business
Instructor: Wayne Titus
Course Level:Overview
Early Bird Price:$79.00 FICPA Members, $109.00 Non-Members

"401(k): Hidden Value for Your Clients with Benchmarking and Case Studies" is a must-attend webinar for any CPA whose clients include companies that provide retirement plans for employees. In this interactive session, you'll learn: How to identify hidden value for your clients. How regulatory requirements are changing and the potential pitfalls your clients should guard against to avoid litigation; Results of an evaluation of Michigan-based 401(k) plans, with specific case studies and examples.


  • To interest CPAs in providing value-added services to clients who are plan sponsors

    Major Topics:

  • A very brief history of the duty of a Plan Sponsor

  • Current requirements, contrasting to future prospective requirements

  • Related areas of exposure given current and future regulatory requirements

  • Unintended consequences of undue reliance and specific issues to look for

  • Results of our evaluations of Metro-Detroit 401(k) plans and specific case studies

  • Outline of value added activities and advice for CPA clients/plan sponsors

    Who Should Attend:
    CPAs who work with, or desire to work with, 401(k) plan sponsors


    Advanced Preparation:


    If listed below, select the appropriate sessions or options to continue with your purchase.

    Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.