August 20, 2025

Live Webcast

NYSED 2

Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses Webcast

August 20, 2025
Live Webcast
NYSED 2

Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses Webcast

  • Instructor

    Gregory A.
    Carnes

  • Factors business owners should take into account when choosing a retirement plan
  • SIMPLE plans
  • Simplified employee pension plans
  • 401(k) plans
  • Defined benefit plans
  • Ensuring eligible employees are covered
  • Employees’ impact on choice of plan
  • Ongoing compliance requirements
  • Establishing a plan after the tax year end
  • Changes to safe harbor 401(k) plans
  • Pooled employer plans
  • Defined benefit plans and cash balance plans

Learning Objectives

  • Understand the advantages and disadvantages of the major pension-planning options for small
  • and medium-sized business owners
  • Help clients evaluate pension plan options and select the best pension-planning option for them

Major Topics

  • Factors business owners should take into account when choosing a retirement plan
  • SIMPLE plans
  • Simplified employee pension plans
  • 401(k) plans
  • Defined benefit plans
  • Ensuring eligible employees are covered
  • Employees’ impact on choice of plan
  • Ongoing compliance requirements
  • Establishing a plan after the tax year end
  • Changes to safe harbor 401(k) plans
  • Pooled employer plans
  • Defined benefit plans and cash balance plans

CPE Credits Available

NYSED 2
2
Taxation (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Taxation (NYSED)

Prerequisites

Basic individual income taxation rules

Advanced Preparation

Basic individual income taxation rules

Intended Audience

Any tax practitioner who will advise a business owner about selecting a pension plan for his or her business

Provider

Surgent McCoy CPE LLC

This event has ended.