CPE Course Information
General Information
Course Number: | W0112721 |
Course Title: | WEBINAR: Retirement Planning - State Sponsored - 2 hours |
Description: | Handout - 401(k) P.S. vs Employer Sponsored IRA; Retirement Plan Basics Plan Design Features (Qualified plan) • Deferral options (Pre-tax and Roth 401k) • Matching Contributions • Safe Harbor Plans – Benefits, conditions, formulas • Type of Profit Sharing Allocations - New Comparability • Cash Balance Plans Fiduciary Responsibilities • ERISA 404(c), IPS, QDIA, ERISA Fidelity and Fiduciary Bonding and Fee Disclosure Prevailing Wage Key Dates: Timely Deferrals, Form 5500 Filing, Corrections and Penalties Summary How CPAs Can Help |
Speaker: | 1847 Financial |
Knowledge Level: | Basic |
Sponsor: | PSTAP - State |
Date: | 12/01/2021 |
Number of Days: | 1 |
Location: | Webinar |
Address: |
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CPE Credits: | 2 Credits Other |
Host Chapter(s): | State |
Registration Information
Registration Begins: | |
Start Time: | 12:30 p.m. |
End Time: | 2:30 p.m. |
Pricing
PSTAP Member Rate: | 0.00 |
Non-Member Rate: | 59.00 |
Cancellation Policy
No show - No refund - no exceptions. No refunds will be issued after links to access webinar and course material have been sent. Please check spam/junk folders. |
Additional Information
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