There are several different types of plans from which business owners can choose to enable themselves and their employees to save for retirement. The type of plan that is most appropriate for a business depends on a number of factors, including: how the business is structured for tax purposes, how much the owner(s) wish(es) to save, whether the business has employees, and whether the retirement plan is important to employee recruiting and retention. During this presentation, Scott Cloud, MBA, CPC of The Retirement Plan Company, LLC (TRPC) will be discussing:
- The types of retirement plans that are available to small businesses,
- Which employers tend to be best suited to each plan type, and
- Cash balance plans, which in some cases allow business owners to make annual tax-deductible contributions in excess of $300,000
*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.