Skip to main content
Live Events

Retirement Plan Solutions: The Road to Retirement Planning (Currently Unavailable)

2 CPE Credits Tuesday, December 19, 2023 · 9:00am PT / 12:00pm ET
☆ ☆ ☆ ☆ ☆ (No Ratings Yet)

Harbour View Advise

Employers of small businesses can attract and retain high-caliber employees by providing cost-effective benefits with the retirement plans they offer. During this seminar, experienced Retirement Services representatives will discuss various plans that could help you lower administrative costs, save tax dollars, and attract high quality employees.
This course is excluded from the following subscription programs: Value Pass, Self-Study Package, Webinar Package, Self-Study & Webinar Package, and Firm Package.

Learning Objectives

  • Identify the differences between these plans: 401(k), Solo(k), Simple IRA, Simplified Employee Pension (SEP)
  • Explain how high-caliber employees can be attracted and retained
  • Describe how contributions and earnings can grow tax deferred in certain plans
  • Discuss the benefit of minimal administrative work
  • Highlight important plan information: nondiscrimination testing, fiduciary responsibilities, investment policy statement, plan dollar limits

Level
Basic

Instructional Method
Group: Live

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None

NASBA Registered Sponsor
CPAs, EAs, CTECs Approved Credentials
QAS Quality Assured
Since 1996 Trusted Provider
CCH CPELink Chat - Support
By using our chat feature, you agree that your conversation may be recorded by Wolters Kluwer and agree to our Privacy Policy.