Course Description

Cash Balance & Qualified Retirement Plans
Effective Use of the New QBI 20% Tax Deduction

Discuss Qualified & Cash Balance Plan Updates/Opportunities

• Introduction to various plan design options available under recently enacted legislation
• Overall advantages to implementing Cash Balance Plans
• Use of Cash Balance Plans and QBI deduction
• Coordinating 401(k) Plans and Profit-Sharing Plans as a strategy to reduce costs of pension contributions to staff

Ways to Protect Your Client from DOL Audits – Discuss the Fiduciary Risks and Liability Management Strategies

• Employer fiduciary requirements and consequences of failure
• Fee disclosure compliance
• How to protect plan fiduciaries

Get the Latest on IRS/DOL Updates

• Case studies of recent DOL audits
• Updates on recent law changes and how they affect your clients
• Proposed retirement plan legislation