Thursday, October 6th, 2022

Via Zoom

Description: Please join us for an informative and useful discussion of the different types of qualified retirement plans available and how the right plan can benefit you and your firm. We will hear about how plans can be designed and operated to maximize tax-deductible contributions for partners while limiting staff costs.

We will also hear about recent changes in relevant tax laws and regulations, such as the SECURE Act and increases in IRS retirement plan limits.

Our expert will discuss the potential benefits of safe harbor 401(k) plans that avoid numerical nondiscrimination testing. You will learn how the addition of a defined benefit plan (either traditional or cash balance plan, depending on your circumstances) can potentially dramatically increase your tax-deductible contributions. Additionally, the program will cover specialized topics such as split-plan design, prior service design, defined benefit plan accumulation design, and coordinating plan design with the Section 199A QBI deduction.

Speaker:  Andrew is a frequent lecturer in the areas of pension, profit-sharing and employee benefit law. His services include designing, drafting and obtaining qualification for a broad range of defined contribution and defined benefit plans, as well as ensuring their continued compliance with applicable law. He has substantial experience in connection with prohibited transaction and fiduciary matters.

Cost: Free for all SMCBA Members, $15 for all Non-Members; 1.0 General MCLE Credit included.

Registration: Please log in on the SMCBA website to register for this event. If you wish to pay by check, please still register online first and send your check payable to SMCBA, to: 333 Bradford St., Ste. 150, Redwood City, CA 94063. Attn: Events. *Please note for which event you are paying and the name of the attendee.

Logistics: Your Zoom credentials will automatically be emailed to you shortly after you register online, as well as the day and hour before the event. Please note that you’ll need to be logged into a Zoom account to join the meeting. The written materials for the webinar will be emailed to attendees the morning of the event. 

Cancellations must be received at least 48 hours prior to the event for a full refund of the registration fee. If you do not cancel within 48 hours or do not show up to the event, you will be charged the full amount.