Business Pension Plans Webinar
In this course 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 SIMPLE plans and apply all the new Secure Act 2.0 rules. Participants will gain an understanding of defined contribution plans, including such topics as profit sharing, money purchase, and single, solo, or Roth 401k's. This course will cover comparison tables, new pension plan credits, defined benefit plans, creditor protection, and rollovers as business startups (ROBS).
After attending this class you will have a basic understanding of business pension plans.
CPE Hours : 4
Level : Intermediate
Prerequisites : None
Field Of Study : Taxes
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