Secure your clients’ financial future with Defined Benefit Plans! In this four-hour course, you’ll learn about different types of defined benefit pension plans and how to select and design the most suitable for your client’s needs. You’ll also learn about contribution limits, deductions timing, and how clients use combination plans to maximize benefits and tax savings.
Types of defined benefit pension plans. Defined benefit plan selection and design. Contribution and deduction limits and timing. Using combination plan designs to optimize benefits.
CPAs, attorneys, human resources and financial professionals.
Identify tax-saving opportunities for your clients using defined benefit plans, cash balance plans, and combination designs.
Mark Clark, California CPA Education Foundation
Mark Clark is a partner in Benefit Associates, Inc., a fee-only pension and profit-sharing plan consulting and administration firm based in Orange, Calif. His areas of practice include complex issues relating to the design, implementation, and operation of qualified retirement plans.
Mr. Clark is a member of the California Society of CPAs, the American Society of Pension Professionals & Actuaries and the National Institute of Pension Administrators. He is a guest lecturer at the University of California, Irvine’s CFP program and a chapter speaker at CalCPA meetings throughout the state. He is a course instructor and a conference speaker for the Education Foundation and a course instructor and author for Spidell Publishing.
Non-Member Price $119.00
Member Price $89.00