CPE Course Surgent's After the SECURE Act: Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses

December 6, 2021

1:00 PM — 3:00 PM

Location Webinar

Member Price $89.00
Non-member Price $119.00

Curriculum Taxation

Field of Interest

Level Intermediate

Designed For

Any tax practitioner who will advise a business owner about selecting a pension plan for his or her business

2.00 credits

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Objective

  • Understand the advantages and disadvantages of the major pension-planning options for small- and medium-sized business owners in light of SECURE Act changes in pension plan rules
  • Help clients evaluate pension plan options and select the best pension-planning option for them for 2021 and beyond

Highlights

  • Factors business owners should take into account when choosing a retirement plan in light of SECURE Act changes
  • SIMPLE Plans
  • Simplified Employee Pension Plans
  • 401(k) plans
  • Defined benefit plans
  • Ensuring eligible employees are covered
  • Employees’ impact on choice of plan
  • Ongoing compliance requirements
  • Tax filing requirements
  • Establishing a plan after the tax year end!
  • Changes to Safe Harbor 401(k) plans
  • Pooled Employer Plans!

Instructors

Prerequisites

Basic individual income taxation rules

Developer

Surgent McCoy CPE, LLC

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