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Retirement Savings Plans and Tax Reform: How Will It Affect You?

Gain a solid understanding of how the tax reform will affect retirement plans for your company. Many employers have spent hundreds of hours and are now inundated with additional administrative paperwork and tasks for retirement planning. Now that there have been Tax Reform, new techniques, and communication strategies that have to be done each year. Do you need to hire a consultant or attorney to know what to do next? This topic will go over the history of DC Plans and 401k and what parts are to be implemented after Tax Reform. Timelines and websites with information on future forms and filings will be provided. You will save hundreds of hours and money by gaining this knowledge.


Runtime: 89 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Introduction on What Is a 401 and DC Plans in Today's Tax Environment

  • What Laws and Parts of 401k Could Be Changed
  • What Communication Needs to Be Done
  • Do You Need to Hire an Attorney or Consultant to Comply With Retirement Regs?

What About the Growth of DC Plans?

  • The Basics
  • What Steps Can an Employer Implement to Avoid Problems? Is It Tax Deductible?
  • Can These Tactics Work?

What Is the Future of 401k?

  • Advanced Techniques
  • The Future Trends in Retirement
  • 10 Tax Savings Strategies for Benefits
  • ERISA Compliance After Tax Reform
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on February 12, 2018.

Call 1-866-352-9540 for further credit information.

  • SHRM 1.25
     
  • Lorman Education Services is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.25 PDC(s) for the SHRM-CP or SHRM-SCP. Please note: This program is considered self-paced. There is a 30 PDC maximum for self-paced programs. For more information about certification or recertification, please visit www.shrmcertification.org.
     
  • AL CPE
     
  • This course is acceptable for 1.5 live credit hour(s) through the Alabama State Board of Public Accountancy.
     

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • GA CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Rob J. Thurston

Rob J. Thurston

HR Consulting Group, Inc.

  • President of HR Consulting Group, Inc., a top 25 HR and benefits consulting firm according to Employee Benefit News
  • Spoken at more than 200 conferences on benefits and human resources
  • Inducted in the HR/Benefits Hall of Fame in July 2015 at thy Wynn Hotel in Las Vegas for 34 years in the Industry
  • Heavily involved with human resources and employee benefits since 1981
  • Designed and implemented some of the first 401k and Section 125 benefits plans in the United States
  • Helped create some of the best-selling 401k enrollment, HSA and HRA software, HRIS systems, Section 125, medical claims, benefits statements, voice response, KIOSK, call center and internet self-service software
  • Published three books, four videos, 20 cassette tapes and numerous articles in national and international publications
  • National clients include Axa/Equitable Life, Pan American Life, Capitol Bankers Life, Maine Fidelity Life, Capitol American Life, Florida Combined Life, CUNA Mutual, IBM, Wal-Mart and Frito-Lay
  • Can be contacted at [email protected] or www.hrconsultinggroup.com
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

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  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 402173
Published 2018
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