Webcast
Basic
CPE Credits
2 Credits: Taxes
Course Description
Small business owners are on their own when it comes to saving for retirement. Establishing retirement plans for their businesses would help ensure that they and the 59.9 million Americans that they hire have an opportunity to build a retirement nest egg. While a small business owner has several options to choose from, key features and benefits must be considered to determine suitability. Additionally, the fact that certain plan types are easy to establish and maintain while other types are more complex and offer less flexibility, may drive the decision-making process. For advisors who help these small businesses save for retirement, the benefit is two-fold. The small business owner gets help planning for a financially secured retirement and advisors create an opportunity to grow their business. In this webinar, we focus on 401(k) plans, including Small Business Owner (SBO)-Ks and profit-sharing plans.
Learning Objectives
Upon completing this course, participants will be able to:
- Perform checks and balances that help small business owners maintain compliance for their retirement plans;
- Identify key features and benefits of profit-sharing plans and 401(k)s for self-employed business owners;
- Determine which employees must be covered under qualified plans;
- Determine the steps that businesses should take to establish qualified plans; and
- Help a small business choose the retirement plan that suits their profile.
Course Specifics
|
Course ID WC1822303703 |
Revision Date October 24, 2022 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02134-22-O
IRS Federal Tax Law Credits: 2
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02134-22-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1823
CTEC Federal Tax Law Credits: 2
CTEC Course Number: 2071-CE-1823
CTEC Federal Tax Law Credits: 2
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.
Course Instructor
Denise Appleby is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA technical consultation, training and resources for financial, tax and legal professionals. Her primary focus is protecting retirement savings from costly mistakes. She has over 20 years of experience in the retirement plans field. Denise writes and publishes booklets and marketing tools for advisors. She has provided training to thousands of advisors about the rules and regulations, as well as compliance and operational requirements that apply to IRAs and retirement plans for small businesses. Denise co-authors books that include The Roth IRA Answer Book, The SEP, SIMPLE, …
Efficient 401(k)/SBO-K and Profit-Sharing Plan Strategies for Your Small Business Clients
CPE CREDITS
2 Credits: Taxes
$98.00
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
Webcast
Basic
CPE Credits
2 Credits: Taxes
Course Description
Small business owners are on their own when it comes to saving for retirement. Establishing retirement plans for their businesses would help ensure that they and the 59.9 million Americans that they hire have an opportunity to build a retirement nest egg. While a small business owner has several options to choose from, key features and benefits must be considered to determine suitability. Additionally, the fact that certain plan types are easy to establish and maintain while other types are more complex and offer less flexibility, may drive the decision-making process. For advisors who help these small businesses save for retirement, the benefit is two-fold. The small business owner gets help planning for a financially secured retirement and advisors create an opportunity to grow their business. In this webinar, we focus on 401(k) plans, including Small Business Owner (SBO)-Ks and profit-sharing plans.
Learning Objectives
Upon completing this course, participants will be able to:
- Perform checks and balances that help small business owners maintain compliance for their retirement plans;
- Identify key features and benefits of profit-sharing plans and 401(k)s for self-employed business owners;
- Determine which employees must be covered under qualified plans;
- Determine the steps that businesses should take to establish qualified plans; and
- Help a small business choose the retirement plan that suits their profile.
Course Specifics
|
Course ID WC1822303703 |
Revision Date October 24, 2022 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02134-22-O
IRS Federal Tax Law Credits: 2
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02134-22-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1823
CTEC Federal Tax Law Credits: 2
CTEC Course Number: 2071-CE-1823
CTEC Federal Tax Law Credits: 2
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.
Course Instructor
Denise Appleby is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA technical consultation, training and resources for financial, tax and legal professionals. Her primary focus is protecting retirement savings from costly mistakes. She has over 20 years of experience in the retirement plans field. Denise writes and publishes booklets and marketing tools for advisors. She has provided training to thousands of advisors about the rules and regulations, as well as compliance and operational requirements that apply to IRAs and retirement plans for small businesses. Denise co-authors books that include The Roth IRA Answer Book, The SEP, SIMPLE, …
Efficient 401(k)/SBO-K and Profit-Sharing Plan Strategies for Your Small Business Clients
CPE CREDITS
2 Credits: Taxes
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
$98.00