Pension and Profit-Sharing Plan Strategies Webcast | 4201173A

Course Details


Wednesday, June 10, 2020

5:30am – 1:30pm
(Registration: 5:00am)

Field of Study


Course Number


CPE Credit

8.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation


Basic knowledge of qualified retirement plans.


Gain practical knowledge of tax-qualified retirement plans and strategies that will help practitioners better advise clients on the most appropriate options for their businesses.
This course covers defined benefit plans, defined contribution plans, and combination designs to maximize benefits to business owners. Also, discuss safe harbor 401(k) plans, allowable contributions, deductions, allocation methods, etc.
SECURE Act - new rules regarding required minimum distributions, safe harbor §401k plans, plan start-up tax credits, long-time part time workers, and a whole lot more!
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.


Types of documents: advantages and disadvantages, where they fit and plan termination issues
Types of retirement plans
Plan selection and design
Contribution and deduction limits and timing
Reporting and disclosure: Form 5500 and participant communications
Legislative environment
In-plan Roth conversions


Determine 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.

Designed For

CPAs, attorneys, human resources and financial professionals.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $400.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

View All Webcasts