* Introduction to various retirement plans (401(k), IRA, Roth IRA, SEP IRA, SIMPLE IRA, etc.) * Key features and differences…
Discussion of the requirement for retirement plan audits for those plans who are subject to ERISA and common errors identified…
Overview of various retirement plans available to a governmental or quasi-governmental employer, including key features and differences between different retirement…
Special considerations for retirement planning for business owners, exit strategies, and succession planning. Event Level: Basic Who Should Attend: Who…
Overview of various retirement plans available to a tax-exempt entity, including key features and differences between different retirement plans and…