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EB NBDG When an IRA Is Not Enough: Choosing the Right Plan (E3030810)

REGISTRATION STATUS: This event is closed. If you would like to be added to the wait list, if it is available, please call customer service (800) 922-5272 or your program associate.

How do you decide which investment plan is right for you and your clients? At this meeting, we will examine the pros and cons of available plan designs, address the considerations in your role as fiduciary and discuss balancing the objectives of the owner and the employee.

Date:	Thursday, August 19, 2010
Time:	8:00am - 9:00am (Registration at 8:00am )
Facility:	Downtown Joe's, Napa
Area:	East Bay Area
CPE Credit:	1.0 CPE (Continuing Professional Education)
Instructor:	Principal Creasia Gale
NASBA Subject Area:	Administrative Practice
Delivery:	Group Live
Course Level:	Update
Fee:	$16 CalCPA Members, $16 Nonmembers

Objectives:

Examine the pros and cons of available plan designs.

Identify considerations in your role as fiduciary.

Learn how to balance the objectives of the owner and the employee.

Major Topics:

Safe Harbor 401(k) Plans

Profit Sharing Plans

Defined Benefit Plans

Combination Plans

Roth 401(k) Plans

Designed for:

CPAs, financial and tax advisors.

Prerequisite:

None.

Advanced Preparation:

None.