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Retirement Plans for Small Businesses - Latest

4.3 (137)

Craig Schafer, CPA


Thursday, June 25, 2020 | 09:00 AM EDT

  • CPA
  • EA

1 Credit


Subject Area


Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00159-20-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0171)

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00159-20-O)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00159-20-O)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Course Description

Small business owners rely on their tax advisors and accountants to help them with decisions about whether to establish a retirement plan and what type of plan is best for their situation. This webinar will provide tax practitioners and other professional  with the information needed to assist business owners in determining which plan option best meets their business needs. Being a business owner is challenging enough but adding a deferred compensation or a qualified plan to help appeal to and attract employees can be a tall task to conquer

Are clients constantly coming to you for retirement plan advice? What type of retirement plan fits them best? What does fiduciary mean and is their business protected? These are some of the several topics that will be discussed throughout this course.

Overview of this course

  • Different Retirement Saving Options of Small Business Owners
  • 2020 Benefit Plan Limits & Thresholds
  • Health Savings Accounts (HSA) & High Deductible Health Plan (HDHP) Limits & Threshold
  • Health case Flexible savings account (Health FSAs)
  • Roles in Running a 401(k) Plan Advisor, Fund Management, Third Party Administrator, Record Keeper.
  • Differences between 3(16), 3(21) and 3(38) Fiduciaries
  • Plan Sponsor’s Fiduciary Relief through Fiduciary Delegation
  • A Simple Guide for Meeting 401(k) Fiduciary Responsibilities
  • Shared Benefits of Deferred Compensation Plans 

This webinar will help you assist your business owner clients on the different retirement plan options best suited for them, and how they can protect their businesses based on the different fiduciary responsibilities.

Learning Objectives

  • Understand the different retirement savings options for business owners
  • Identify 2020 benefit plan limits and thresholds
  • Review the roles and responsibilities of running a 401(k) plan
  • Determine the importance of fiduciary relief versus fiduciary delegation
  • Learn about the shared benefits (for employer and employee) of deferred compensation plans

Who Should Attend?

  • Accounting Firm
  • Accounting Managers
  • CEO
  • CFO/Controller
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Legal Professionals
  • Tax Accountant (Industry)
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros
  • Young CPA


    [no_of_record] => 137
    [average] => 4.3066