With the evolving rules from the DOL and new interpretations of ERISA, keep ahead of the changes. Learn how to structure a retirement plan that maximizes the benefit to plan participants while staying compliant.
DESIGNED FOR
CPAs, both public and private, and other interested individuals.
BENEFITS
- Learn how to structure retirement plans that are designed for the maximum benefit to the company and its employees
- Learn the DOL audit focus areas
- Gain an understanding of the new fiduciary standard rule and its impact
- Earn 4 CPE credits.
HIGHLIGHTS
In this session the following topics will be covered:
- Best practices for 401k and other defined contribution plans
- How to structure defined contribution and define benefit plans to attract and retain employees
- Tax implications including how to structure defined benefit and defined contribution plans to maximize how much owners and key executives can contribute pre-tax.
- Monitoring and Benchmarking pension plan performance
- Record keepers and administration
- Fee structure and benchmarking fees
- Participant education
- Audit requirements under ERISA
- DOL Audit Preparedness
- Fiduciary standard
COURSE LEVEL
Basic
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
Early Birds save $15 - late fee applied after 10/18. Season Pass holders must register for each course.
For handouts, please visit your My Events page. Handouts are added as received - remember to check back for updates.
Help Feed Those in Need:
The NJCPA Young CPAs Council is hosting a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.