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Gain practical knowledge of tax-qualified retirement plans and strategies that will help practitioners better advise clients on the most appropriate options for their businesses.
This course covers defined benefit plans, defined contribution plans, and combination designs to optimize benefits to business owners and help acheive specific client goals. We will also discuss safe harbor 401(k) plans, allowable contributions, deductions, allocation methods and more.
Learn key planning considerations, such as eligibility, vesting, and participant loans; Form 5500 reporting and participant disclosure issues; plan fiduciary considerations, and review the legislative environment.
This course will adjourn at 4 p.m.
Basic knowledge of qualified retirement plans.
CPAs, attorneys, human resources and financial professionals.
Mark Clark is a partner in Benefit Associates, Inc., a fee-only pension and profit-sharing plan consulting and administration firm based in Orange County. His areas of practice include complex issues relating to the design, implementation, and operation of qualified retirement plans. Clark is a member of CalCPA, the American Society of Pension Professionals & Actuaries (ASPPA), the National Institute of Pension Administrators (NIPA) and the National Center for Employee Ownership (NCEO). He is a guest lecturer at the University of California, Irvine’s personal financial planning certificate program and a chapter speaker at CalCPA meetings throughout the state. He is a course instructor and conference speaker for the CalCPA Education Foundation, and has been a course instructor and author for Spidell Publishing, Inc.