* Introduction to various retirement plans (401(k), IRA, Roth IRA, SEP IRA, SIMPLE IRA, etc.) * Key features and differences between different retirement plans * Factors to consider when selecting a retirement plan for businesses * Matching the right plan with the needs of the business and employees * Best practices for retirement plan administration * Ensuring compliance with IRS and DOL regulations * Retirement plan types, reporting requirements, fiduciary responsibility, and plan audits
Event Level: Overview
Who Should Attend: CPAs, Financial professionals
Required Knowledge: None
Advanced Preparation: None
Vendor: Poyner Spruill, LLP
Speaker: St.Cyr, Jesse
Speaker: Munn, Hannah