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Pension and Profit-sharing Plan Strategies (4151173C)
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"Gain the necessary knowledge of tax-qualified retirement plans and strategies that will help you better select the most appropriate options for different businesses. We'll cover everything from defined benefit plans to safe harbor Sec. 401(k) plans, and from employee stock ownership plans to contributions and allocation methods. Learn key planning considerations, such as eligibility, vesting and participant loans; Form 5500 reporting and disclosure issues; plan fiduciary considerations; and rev

12/2/2015
When: 12/2/2015
9:30 AM - 5:00 PM
Where: Webcast/Webinar
Presenter: Mark W. Clark, QPA, APA
Contact: April Deneault
801-834-6634


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Gain the necessary knowledge of tax-qualified retirement plans and strategies that will help you better select the most appropriate options for different businesses. We'll cover everything from defined benefit plans to safe harbor Sec. 401(k) plans, and from employee stock ownership plans to contributions and allocation methods. Learn key planning considerations, such as eligibility, vesting and participant loans; Form 5500 reporting and disclosure issues; plan fiduciary considerations; and review the legislative environment.


Objectives:


    Select appropriate plans for your clients.
    Identify administration and compliance issues.
    Recognize fiduciary risk management.
    Recognize key income tax issues related to plan funding.
    Identify problematic plans and potential pitfalls.
    Identify and review types of retirement plans: Defined benefit, profit sharing, traditional Sec. 401(k), safe harbor 401(k), Roth Sec. 401(k) and employee stock ownership.



        
   

Major Subjects:

·       Compare the tax treatment of the sale of a shareholder’s stock in a S corporation and a partner’s interest in a partnership
 
           

Designed For:

CPAs, attorneys, human resources and financial professionals interested in learning more about identifying and administering pension plans.

Prerequisite: Basic knowledge of qualified retirement plans.

Advanced Prep:  None

Speaker:  Mark W. Clark, QPA, APA

Vendor: CalCPA

Field of Study:  Tax

Level:  Intermediate

CPE Credit: 8 Hours

Acronym: EBPFP

 

Registration Fees:

Members: $275

Nonmembers: $375

 

Meet the Speaker:

Mark Clark is a partner in Benefit Associates, Inc., a fee-only pension and profit-sharing plan consulting and administration firm based in Orange, Calif. His areas of practice include complex issues relating to the design, implementation, and operation of qualified retirement plans.  Mr. Clark is a member of the California Society of CPAs, the American Society of Pension Professionals & Actuaries and the National Institute of Pension Administrators. He is a guest lecturer at the University of California, Irvine's CFP program and a chapter speaker at CalCPA meetings throughout the state. He is a course instructor and a conference speaker for the Education Foundation and a course instructor and author for Spidell Publishing.

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