Webinar

401(k): Hidden Value for Your Clients with Benchmarking and Case Studies

“401(k): Hidden Value for Your Clients with Benchmarking and Case Studies” is a must-attend webinar for any CPA whose clients include companies that provide retirement plans for employees. In this interactive session, you’ll learn:

  • How to identify hidden value for your clients.
  • How regulatory requirements are changing and the potential pitfalls your clients should guard against to avoid litigation;
  • Results of an evaluation of Michigan-based 401(k) plans, with specific case studies and examples.

Objectives

*To interest CPAs in providing value-added services to clients who are plan sponsors

Highlights

*A very brief history of the duty of a Plan Sponsor

*Current requirements, contrasting to future prospective requirements

*Related areas of exposure given current and future regulatory requirements

*Unintended consequences of undue reliance and specific issues to look for

*Results of our evaluations of Metro-Detroit 401(k) plans and specific case studies

*Outline of value added activities and advice for CPA clients/plan sponsors

Additional Information

Designed For

CPAs who work with, or desire to work with, 401(k) plan sponsors

Vendor

ACPEN

Advanced Preparation

None

Prerequisite

None

Field of Study

Finance

Course Number

171453520

Level of Knowledge

Overview

Add to Cart

View All Courses