Nuts And Bolts Of Qualified Plans Seminar training classes conferences & workshops presented by Lorman Education Seminars register for training on FindaSeminar.com

Home

Add your seminars

Training Calendar Creator Seminar Venues Training Provider Directory
 

New Seminar Search:  

 
find similar training...
Search by state...
Email this event ...

Customer Support


Do you need help finding the right class, date, or location or other assistance?

Request information about upcoming training seminars workshops and conferences in   and other cities listed on FindaSeminar.com Submit a support request and receive a prompt reply.

We guarantee this Lorman Education Seminars training seminar

We are an authorized partner of Lorman Education Seminars

 

Price protection. The price to attend Nuts And Bolts Of Qualified Plans is set by the training providerThere is no added charge for our services.

We honor most training provider coupons
*.   Call  a representative to see if your discount coupon applies.


Privacy. Your personal information won't be shared with anyone but the training provider Lorman Education Seminars.


Security. When you register for this seminar on FindaSeminar.com your personal data and payment information is safely collected and processed using secure SSL encryption technology.

Flexibility. FindaSeminar.com offers you three ways to register for Nuts And Bolts Of Qualified Plans seminar by Lorman Education Seminars.
Register online, by phone, or fax.
Who should attend Nuts And Bolts Of Qualified Plans
This seminar is designed for human resource managers, attorneys, controllers, certified public accountants, plan administrators, enrolled agents, payroll professionals, financial professionals, financial planners and insurance professionals
Reviews
Write and read Lorman Education Seminars reviews and reviews about the training seminar Nuts And Bolts Of Qualified Plans on the Seminar News Network and the Training News Network.
 

Frequently asked questions and registration options for the training seminar Nuts And Bolts Of Qualified Plans

 
Find Training Near You
Use our clickable map to find training near you
Use Our Clickmap
 
Education and training domain names

Education and training news articles

hotel seminars meeting space directory
hotel meeting space training facilities restaurant and lodging

 

Nuts And Bolts Of Qualified Plans  

 Email information about this seminar Nuts And Bolts Of Qualified Plans by Lorman Education Seminars to yourself your manager or associates Email this event... View and register for other training seminars like Nuts And Bolts Of Qualified Plans by Lorman Education Seminars on FindaSeminar.com Find similar training.. Find and register for other training seminars by Lorman Education Seminars on FindaSeminar.com Other seminars from Lorman Education Seminars

By:

training seminars by Lorman Education Seminars Lorman Education Seminars   

For:

This seminar is designed for human resource managers, attorneys, controllers, certified public accountants, plan administrators, enrolled agents, payroll professionals, financial professionals, financial planners and insurance professionals

Cost:   

see Registration info for seminar cost, group discount etc.

Seminar Summary:

This one-day seminar is designed to give participants a comprehensive overview of ALL types of qualified plans available to employers. (see full course description)

 
 

 Seminar / Training class dates & locations

 

No seminar dates for this event are currently scheduled.  Please use the seminars search box above or choose one of the following additional training search options to find similar training.

qualitied+plans+lorman training seminars workshops conferences online training

Providers course catalog

Find seminars by state

Find seminars by city

Request on site training

Use Advanced Search

NEW  Don't miss training you want to attend

Receive a personal Training Alert when training you want to attend comes to your area. Create a personal Training Alert now  it's Free and only takes a minute!


 

 
 

 

share this page 

print the agenda print agenda for the Nuts And Bolts Of Qualified Plans seminar

 

 

Training Course Syllabus:


This seminar is designed for human resource managers, attorneys, controllers, certified public accountants, plan administrators, enrolled agents, payroll professionals, financial professionals, financial planners and insurance professionals.

This one-day seminar is designed to give participants a comprehensive overview of ALL types of qualified plans available to employers. Financial consultants, tax planners, CPAs, attorneys, trust officers and human resource consultants will learn the various plan types and their application depending upon the employer’s needs or goals. This will be crucial to advisors who will be reviewing and recommending new or redesigned plans toward the end of the year.

Topics to Be Discussed:

• Types And Choices Of Qualified Plans

• Defined Contribution Plans, Fundamentals And Application

• Defined Benefit Plans, Fundamentals And Application

• Complex Hybrid Plans, Using Combinations To Maximize Benefits

• General Tested Plans Both Defined Contribution And Defined Benefit Plans

• Business Strategies Using Qualified Plans Including Family Succession

• Exit Strategies

• Legal Aspects Of Qualified Plans

8:30 a.m. - 9:00 a.m.

I. Overview Of Qualified Plans

A. History

B. Types Of Plans

9:00 a.m. - 10:35 a.m.

II. Defined Contribution Plan Fundamentals

A. Simplified Plans: IRAs, SEPs, SIMPLEs

B. Basic Plans: Profit Sharing, Money Purchase/Target/Age Weighted Plans, 401(k) Plans Including Safe Harbor

C. Complex Plans: Crosstested Defined Contribution Plans

D. Employers Best Suited For Each Plan Type

10:35 a.m. - 10:45 a.m.

Break

10:45 a.m. - 12:15 p.m.

III. Defined Benefit Plan Fundamentals

A. How A Defined Benefit Plan Works

B. Types Of Defined Benefit Plans: Traditional, Cash Balance, General Tested, 412I

C. Defined Benefit Plan Illustrations And Applications

12:15 p.m. - 1:15 p.m.

Lunch (On Your Own)

1:15 p.m. - 2:50 p.m.

IV. Strategic Planning Using Qualified Plans

A. Hybrid Plans

B. Tiered Plans

C. Using Plans For Family Succession

D. Exit Strategies Using Plans Including ESOPs

E. Case Studies

2:50 p.m. - 3:00 p.m.

Break

3:00 p.m. - 4:30 p.m.

V. Legal Issues Concerning Plans

A. Types Of Plan Documents And Time Of Adoption And Amendment

B. Summary Plan Descriptions (SPDs)

C. IRS Approval

D. Pitfalls Of Improper Plan Design

Seminar Summary:

This one-day seminar is designed to give participants a comprehensive overview of ALL types of qualified plans available to employers. (see full course description)

print this agenda print agenda for the Nuts And Bolts Of Qualified Plans training seminar

 view dates and locations for this seminar

 

 

     
 

 
     

 

  Also try the advanced seminar search tool

   FindaSeminar HomeComputer Training

unix training
training classes

 © 2002-2014 FindaSeminar.com™ All Rights Reserved.  Terms of Use |  Privacy Policy |  Training News Network

   

Custom Search