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Retirement Services - Understanding retirement plans, compliance and regulatory changes (Currently Unavailable)

Date: Friday, November 19, 2021

Begin Time:	1:00pm Central Time
CPE Credit:	1 hour for CPAs

John B. Knox, CPA, PC

Retirement plans are complex, and the federal and state laws /regulations on which they are based vary for each type plan and are subject to change. This course focuses on three of the most common retirement plan options: SEP IRA, SIMPLE IRA and 401(k). It also reviews some of the recent changes in areas where Plan Sponsors are expected to carry out their responsibilities.

This course is excluded from the following subscription programs:
Value Pass, Self-Study Package, Webinar Package, Self-Study & Webinar Package, and Firm Package.

Learning Objectives

The differences between SEP IRAs, SIMPLE IRAs and 401(k) retirement plans
State-sponsored retirement plans and what they mean to your business clients
Some of the changes the SECURE Act enacted into law
The C.A.R.E.S. Act and several provisions that impact employer-sponsored retirement plans
Some additional guidance needed from the DOL on the SECURE Act and the DOL Electronic Disclosure Regulations

Level
Basic

Instructional Method
Group: Live

NASBA Field of Study
Business Management & Organization (1 hour)

Program Prerequisites
None

Advance Preparation
None

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