401(k): Hidden Value for Your Clients with Benchmarking and Case Studies
Thursday, December 14, 2017
“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.
*To interest CPAs in providing value-added services to clients who are plan sponsors
*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