Print Page   |   Contact Us   |   Sign In   |   Join
Surgent's Ins and Outs of Setting Up and Administering Solo 401(k)s for Your Clients (S401)
Tell a Friend About This EventTell a Friend
 

A solo 401(k) plan is often the retirement plan of choice for the owners of small businesses, when the only employees are the business owners. If you have a client who is currently using or considering whether or not to adopt a solo 401(k) retirement-plan, you should attend this program. During the program, we will cover the ins and outs of setting up and administering solo 401(k) plans—vital information that you need to know in order to effectively advise your clients.

10/28/2016
When: Friday, October 28, 2016
8:00 AM - 10:00 AM
Where: Webinar/Webcast
United States
Contact: April Deneault
801-466-8022


Online registration is closed.
« Go to Upcoming Event List  

v

Acronym S401
CPE 1 hours
Category
Taxes
Level Intermediate
Vendor Surgent
Who should attend

Any tax practitioner wishing to know more about the solo 401(k) plan and its application to small business owners; and any tax practitioner advising clients with respect to the potential adoption of a solo 401(k) plan

Prerequisite
Basic familiarity with tax rules relating to individual taxation
Fees: Early Bird
Standard
Member N/A
$89
Non-Member: N/A
$109

The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801.466.8022, Monday through Friday, 8am to 4pm.

Description:
A solo 401(k) plan is often the retirement plan of choice for the owners of small businesses, when the only employees are the business owners. If you have a client who is currently using or considering whether or not to adopt a solo 401(k) retirement-plan, you should attend this program. During the program, we will cover the ins and outs of setting up and administering solo 401(k) plans—vital information that you need to know in order to effectively advise your clients.

Major Topics:

  • What is a solo 401(k) plan?
  • Which businesses are eligible for a Solo-K plan?
  • Setting up a 401(k) plan
  • Why a small business owner should use the solo 401(k) retirement plan 
  • Advantages and disadvantages of the solo 401(k) option
  • Selecting a plan trustee
  • Contribution limits
  • Form 5500 filing requirement
  • Options to consider when a business is no longer eligible for a Solo-K plan

Objectives:

  • Describe the advantages and disadvantages of the solo 401(k) plan option
  • Learn how to set up and administer the solo 401(k) plan

Membership Management Software Powered by YourMembership  ::  Legal