TaxSpeaker Business Pension Plans, Ocean City, MD

EVENT OBJECTIVE

Upon completion of this course you will be able to determine how to handle qualified domestic
relations order distributions and identify the five rules for withdrawals from qualified plans,as well
as the characteristics for Profit-Sharing Plans. You will receive an overview of various retirement
plans and their top heavy rules, rollovers, vesting, and Safe Harbors. In addition, you will be able
to define Money Purchase Plan and SEP-IRAs as well as identify the properties of SIMPLE plans
and determine who should benefit from SIMPLE plans. Participants will gain an understanding of
defined contribution plans, including such topics as profit sharing, money purchase, and single,
solo, or Roth 401k’s. The course will cover comparison tables, new pension plan credits, defined
benefit plans, creditor protection, and rollovers as business startups (ROBS).