Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses

Overview

Clients often ask their tax advisors whether they have the “best” pension plan and whether they are using it to its maximum advantage. This program explains how various pension plans work and analyzes why a small or medium-sized business owner would choose one plan over another.

Delivery Method: On-Demand Webcast
CPE Credit: Taxes
Program Level: Intermediate

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

Highlights

Factors business owners should take into account when choosing a retirement plan
SIMPLE plans
Simplified employee pension plans
401(k) plans
Defined benefit plans
Ensuring eligible employees are covered
Employees’ impact on choice of plan
Ongoing compliance requirements
Establishing a plan after the tax year end
Changes to safe harbor 401(k) plans
Pooled employer plans

Prerequisites

Basic individual income taxation rules

Designed For

Any tax practitioner who will advise a business owner about selecting a pension plan for his or her business

Objectives

Understand the advantages and disadvantages of the major pension-planning options for small- and medium-sized business owners
Help clients evaluate pension plan options and select the best pension-planning option for them