New Issues in Qualified Plans and IRAs - 3 hrs.
Friday, August 16, 2024
8:00am - 11:00AM (opens at 7:30 AM) EST
3Credits
Technical Business
Registration is Open
Members
$135.00 Regular Price
Non-Members
$155.00 Regular Price
Course Type: CPE Seminars
Course Code: 24/MAQIRAWS
Level: Basic
Vendor: Werner and Rocca Seminars, Ltd
Field of Study: Taxes
Overview:
This comprehensive course explores the latest developments and emerging trends in qualified plans and Individual Retirement Accounts (IRAs). This course provides an in-depth analysis of new issues, regulations, and strategies affecting qualified plans and IRAs. Course participants will delve into a wide range of topics, including legislative updates, tax law changes, fiduciary responsibilities, plan design considerations, distribution planning, and compliance requirements.Objectives:
Discuss recent legislative and regulatory changes affecting qualified plans and IRAs. Identify plan design considerations for maximizing tax advantages and employee participation. List distribution planning strategies and tax-efficient withdrawal options for retirement account holders. Analyze fiduciary responsibilities and compliance requirements for plan sponsors and administrators.Presenters:
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Arthur Joseph Werner
Read more about Arthur Joseph Werner here
Major Topics:
Legislative Updates
Plan Design Strategies
Distribution Planning
Compliance Requirements
Legal and Regulatory Landscape
Major Topics:
Legislative Updates
Plan Design Strategies
Distribution Planning
Compliance Requirements
Legal and Regulatory Landscape