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CPA - medium firm
CPA - large firm
Small Business Owner
This course provides an in-depth exploration of 401(k) plans and profit-sharing options, ideal for professionals seeking to enhance their retirement plan knowledge. The course will cover the fundamentals of retirement savings plans, an introduction to IRS rules, and the history of profit-sharing. Various types of profit-sharing plans will be examined, along with strategies for designing effective plans. The session also covers important ratio and gateway tests for compliance.
Learning Objectives:
- Recognize IRS rules regarding profit-sharing plans and the history of profit-sharing plans
- Define the types of profit-sharing plans and plan design strategies
- Identify testing requirements including profit-sharing plans and the minimum gateway requirements
Marc Fowler
Human Interest
Retirement Education Director
[email protected]
(415) 716-5485
Marc Fowler is the Director of Retirement Education at Human Interest, the fastest-growing 401(k) provider with over 25,000 customers. He specializes in supporting partners and clients in understanding the value of retirement plans, particularly the power of 401(k) and the relevant legislation surrounding saving for retirement. After starting two small businesses in New York, he is passionate about how 401(k) plans can support the SMB sector. Marc has over a decade of experience at high-growth tech companies, including DataRobot and WeWork. When he’s not at the office, he enjoys spending time as a certified SCUBA diving Instructor, boat captain, and proud girl dad.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
NASBA Approved
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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About Our Presenter
We have made saving for retirement easier and more affordable with:
- Zero transaction fees
- 500+ “no-touch” payroll integrations
- Three transparent pricing tiers
- Flexible, customized retirement plans
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