What's In, What's Out, and What's Coming Down the Pike in Retirement Plans

Course Details

Date

Tuesday, August 20, 2019

11:30am – 1:30pm
(Registration: 11:30am)

Location

The Plaza Club

900 Fort Street, 20th Floor

Honolulu, HI 96813

808-521-8905

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Field of Study

Continuing Education

Course Number

RP-0820

CPE Credit

1.5 hours CPE credit

Highlights

The discussion will include:

  • Brief history of how we got here - from ERISA to 2019
  • 17 types of retirement plans and how to tell which is best for your clients
  • Bestiary of odd designs to maximize owner benefits, minimize employee costs and reduce economic risk
  • When all else fails:  IRS and DOL correction programs
  • Pension component in estate and divorce planning
  • IRS in Trumpland
  • Effect of the Tax Cuts and Jobs Act on retirement plans
  • Predictions for the future

Objectives

Our experts from Cades Schutte, Roger Fonseca and Cheryl Itagaki, will survey the state of pension law and present the latest developments for you and your clients.

Note:  Sorry, no parking validation - public parking available at various downtown municipal lots

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$55.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$65.00
Your Price $65.00

CPE Choice

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

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