This session is specifically designed to provide useful guidance on retirement plans for the finance team of small to midsize businesses.
DESIGNED FOR
members of the Business & Industry Professionals Interest Group
HIGHLIGHTS
Some topics that will be discussed include:
SEP, SIMPLE, 401(k), Profit Sharing, Cash Balance: What type of qualified plan(s) is right for my business?
My accountant handles our SEP. So I'm all set, right?
What is "Plan Design", and why does it matter?
Do I need a TPA? What do they do? Aren't all TPA's crunching the numbers in the same way?
Will I be forced into a state sponsored plan, and if so, what does that mean for my business? COURSE LEVEL
Basic