Seminars and Training To schedule appearances, speaking engagements or training programs on Roth 401(k) for any audience, contact: Bridget Stewart at (800) 965-0988 ext. 104 or amartinez@erisaexpertise.com Register for a Webinar to learn more about the Roth 401(k) Analyzer Seminars (click title for description) Avoiding Roth 401(k) Compliance & Administration Pitfalls PPA 2006: Retirement & Estate Planning Opportunities Accreditation Seminars comply with the continuing professional education requirements for certified public accountants in New Jersey and Pennsylvania, and insurance agents and brokers in Pennsylvania. Contact us to inquire about continuing education credits for other professions and states. Scheduled Events
Seminar and Training Program Descriptions"Avoiding Roth 401(k) Compliance & Administration Pitfalls"BackgroundPPA 2006 permanently extended the Roth 401(k) feature which means that more employers will opt to add this feature to their new and existing plans. The Roth 401(k) feature permits all plan participants, regardless of their adjusted gross income, to make elective contributions to their 401(k) plans on an after-tax basis. These elective contributions plus any gains on the selected investments accumulate 100% income tax free, and all qualified distributions from these accounts are 100% income tax free. ObjectiveThis 2-hour seminar, originally presented at the 2007 ASPPA Annual Conference and now part of ASPPA's C-4 exam study guide, outlines how to avoid compliance and administration pitfalls when implementing, communicating and administering the Roth 401(k). It provides guidance with regard to all Roth 401(k) related issues from payroll deduction to distributions, including plan document and notice requirements, administrative procedures, testing and reporting requirements and marketing recommendations. Case study examples illustrate how the Roth 401(k) affords planning opportunities for plan participants of all income levels, and why it provides significant retirement and estate planning opportunities for high income taxpayers. This seminar provides information to assist employers and/or their advisors in determining if the Roth 401(k) is an appropriate feature to add to their new or existing qualified retirement plan. And to assist plan participants in determining if the Roth 401(k) is preferable when compared to a pre-tax 401(k). Seminar Description
Continuing Professional Education or Pennsylvania Insurance CE Credit: 2 hours Webinar Registration "PPA 2006: Retirement & Estate Planning Opportunities"BackgroundThe Pension Protection Act of 2006 (PPA 2006) represents some of the most comprehensive changes to the pension law in the past two decades. Fortunately, for high net worth individuals and owners of small business (owner-only businesses and employers with 1-500 employees), it also provides significant retirement and estate planning opportunities. ObjectiveThis program provides a basic technical overview of the new pension law along with case study examples to illustrate planning opportunities. It intends to provide advisors with the ability to identify when these provisions are favorable for existing and/or prospective clientele. Seminar DescriptionThe overview includes but may not be limited to the:
Continuing Professional Education or Pennsylvania Insurance CE Credit: 2 hours |