Earn CPE Credits.

The virtual workshop will focus on advanced plan design techniques for Qualified Retirement Plans and will provide information on how to creatively and effectively design a Qualified Retirement Plan while maximizing its benefits. No cost to attend the virtual workshop and no prerequisites or advance preparation required.

Topics

• Different Allocation Methods for Profit Sharing Plans

• 401(k) Safe Harbor Match versus Non-Elective Contributions

• 1 or 2 Person Defined Benefit/Defined Contribution Combo Plans

• Cash Balance Combo Plans

Please register below for the free virtual workshop.