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You work with retirement plans all day, but that doesn’t make you an expert on investment vehicles and the unusual investments used by some clients can complicate administration. We will start at the beginning and build on basic concepts and plan structures to understand the options used to (hopefully) grow contributions into even more money. We will also cover potential pitfalls with different types of investment structures that can impact compliance and audit requirements.
Topics include:There are no prerequisites or other advanced preparation for this program. Attendees should have a general familiarity with the operation of retirement plans, and a minimum of two years of experience.
Level: IntermediateNASBA Field of Study: Taxes
Speaker: David Schultz, J.D.Objectives: After attending this Web seminar, attendees should be able to:
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