Back-to-Basics Seminar
Why You Should Attend:
This intensive two-day program gives the attendee a basic-to-intermediate level understanding of the different types of Defined Contribution Plans. We will cover the fundamentals of Profit Sharing, Money Purchase, 401(k) Plans, Safe-Harbor 401(k) Plans, QACA, EACA, ACA, SIMPLE IRA and other plans. This will enable the attendee to match the employer’s goals with the proper plan design.
Who Should Attend:
This Class is designed for those who have limited experience in the employee benefits field (generally, two months to two years working with retirement plans) or who need a refresher in the basic-to-intermediate level matters involving retirement plan administration and plan design.
Curriculum Highlights:
You will cover Eligibility, Participation, Vesting, Employer/Employee Contributions, Highly Compensated Employees, Key Employees, Top-Heavy Rules, Annual Limitations, Deductions, Distribution Rules (such as, in service, hardship, joint and survivor annuity rules, eligible rollover rules, required minimum distributions, a deceased participant's required minimum distribution rules for the beneficiary, corrective distributions and exceptions to the premature distribution penalty), Participant Loans, 401(k) Contribution Scenarios and Plan Design Concepts, Antidiscrimination Testing (ADP and ACP Testing), Disclosure Requirements for Participants and Beneficiaries, Form 5500 and Bonding Requirements will all be discussed.
Class Schedule: Registration 8:30 A.M. Day 1 Program 9:00 A.M. to 5:00 P.M. on Day 1 8:30 A.M. to 4:00 P.M. on Day 2 Course Level: Basic
Delivery Method: Group - Live
Advanced Preparation: None
Prerequisite: None
CPE Credit: 14 hours
NASBA Statement:
McKay Hochman 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 sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville TN 37219-2417, Web site: www.nasba.org
Administrative Policy: Satisfaction Guaranteed. If you are not completely satisfied with a seminar, we will provide you with a credit toward another McKay Hochman educational program. E-mail seminars@mhco.com with your comments, suggestions or complaints.
2008 Calendar of Classes
Dates Where City, State
800-362-2779
Room cut off date: 04/21/08
800-228-9290
Room cut off date: 07/18/08
Click here for fees and registration information
Here's How Past Participants Evaluate MHC's Seminars...
"Excellent charts, really will help with my learning curve into Qualified Plans. Excellent course for a person who has a limited knowledge of the subject matter."
Julianne M. Bergan, Prudential Financial
"Great program".
Jonathan St. Clair, Retirement Plan Consultants, Inc.
