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
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.
Help Feed Those in Need- The NJCPA Emerging Leaders 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.