Optimizing EB & R Planning: Unveiling the Potential of Pension and Deferred Compensation Tools
Thursday, May 23, 2024
8:00am - 3:30pm (opens at 7:30 AM) EST
8Credits
Technical Business
Registration is Open
Members
$295.00 Regular Price
Non-Members
$395.00 Regular Price
Course Type: CPE Seminars
Course Code: 24/MAEPBDWS
Level: Basic
Vendor: Werner and Rocca Seminars, Ltd
Field of Study: Taxes
Overview:
Unlock the vast array of tools available for effective employee benefit and retirement planning. This comprehensive course offers a detailed examination of both qualified and nonqualified planning tools, encompassing their respective advantages, disadvantages, tax implications, and design considerations. Gain the expertise necessary to leverage these tools to achieve clients' specific objectives.Objectives:
Analyze a diverse range of qualified and nonqualified planning tools to effectively address clients' employee benefit and retirement planning goals.Presenters:
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Arthur Joseph Werner
Read more about Arthur Joseph Werner here
Major Topics:
- Understanding the six-step employee planning process
- Crafting tailored pension plans for business clients
- Evaluating the pros and cons of defined contribution plans
- Assessing the advantages and disadvantages of defined benefit pension plans
- Differentiating Keogh plans from other qualified plans
- Mastering distribution and rollover rules for IRAs and Roth IRAs, along with the benefits and drawbacks of simple IRAs
- Exploring design features of money purchase pension plans
- Examining various benefit and contribution formulas within nonqualified deferred compensation plans
- Navigating the tax implications associated with nonqualified deferred compensation plans
- Leveraging vesting provisions in profit-sharing plans
- Addressing IRC 401(k) plan considerations
- Unveiling the features of the "Roth 401(k)"
- Understanding SEP features
- Grasping the general qualification rules for qualified pension and profit-sharing plans
- Outlining the intricate rules governing retirement plan distributions
- Step-by-step guidance for implementing a qualified plan
Major Topics:
- Understanding the six-step employee planning process
- Crafting tailored pension plans for business clients
- Evaluating the pros and cons of defined contribution plans
- Assessing the advantages and disadvantages of defined benefit pension plans
- Differentiating Keogh plans from other qualified plans
- Mastering distribution and rollover rules for IRAs and Roth IRAs, along with the benefits and drawbacks of simple IRAs
- Exploring design features of money purchase pension plans
- Examining various benefit and contribution formulas within nonqualified deferred compensation plans
- Navigating the tax implications associated with nonqualified deferred compensation plans
- Leveraging vesting provisions in profit-sharing plans
- Addressing IRC 401(k) plan considerations
- Unveiling the features of the "Roth 401(k)"
- Understanding SEP features
- Grasping the general qualification rules for qualified pension and profit-sharing plans
- Outlining the intricate rules governing retirement plan distributions
- Step-by-step guidance for implementing a qualified plan