Description
* Introduction to various retirement plans (401(k), IRA, Roth IRA, SEP IRA, SIMPLE IRA, etc.) * Key features and differences between different retirement plans * Factors to consider when selecting a retirement plan for businesses * Matching the right plan with the needs of the business and employees * Best practices for retirement plan administration * Ensuring compliance with IRS and DOL regulations * Retirement plan types, reporting requirements, fiduciary responsibility, and plan audits
Event Level: Overview
Who Should Attend: CPAs, Financial professionals
Required Knowledge: None
Advanced Preparation: None
Vendor: Poyner Spruill, LLP
Speaker: St.Cyr, Jesse
Speaker: Munn, Hannah
Objective
Understand retirement plan compliance in light of current regulations and guidance
Credit Types
- Business Law: 1
Registration Fees
| Registration | Type | Price |
|---|---|---|
| Rebroadcast - General (1 hour) | Members | $55.00 |
| Rebroadcast - General (1 hour) | Non Members | $70.00 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.