Customer Service: 800-778-7436     

    Log In to Your Surgent Account

    Forgot?
    Forgot?

    Register for an Account

Sign In to Your Surgent Account

Forgot Username or Password | Register for an Account

Choose CPE Format:

Live WebinarSELECT

There are currently no upcoming dates scheduled for this webinar. Please fill out this short form to be notified when this webinar is next available. 

FIRST NAME
LAST NAME
EMAIL ADDRESS
COMMENTS (OPTIONAL)
Self-StudySELECT

This course is not currently available. Please fill out this short form to be notified when self-study options are available.

FIRST NAME
LAST NAME
EMAIL ADDRESS
COMMENTS (OPTIONAL)
Get this course FREE with an Unlimited Package! Learn More
  • Lots of info packed into 2 hours. Very informative. Glad I attended.

    - Surgent customer

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.

Ins and Outs of Setting Up and Administering Solo 401(k)s for Your Clients (S401)

  • Customer Rating
    Not Yet Rated
  • Field of Study
    Taxes
  • Level
    Intermediate
  • Credits
    2
  • Qualifies for

    IRS CPE

Overview

A solo 401(k) plan is often the retirement plan of choice for the owners of small businesses, when the only employees are the business owners. If you have a client who is currently using or considering whether or not to adopt a solo 401(k) retirement-plan, you should attend this program. During the program, we will cover the ins and outs of setting up and administering solo 401(k) plans—vital information that you need to know in order to effectively advise your clients.

Major Topics:

  • What is a solo 401(k) plan?
  • Which businesses are eligible for a Solo-K plan?
  • Setting up a 401(k) plan
  • Why a small business owner should use the solo 401(k) retirement plan 
  • Advantages and disadvantages of the solo 401(k) option
  • Selecting a plan trustee
  • Contribution limits
  • Form 5500 filing requirement
  • Options to consider when a business is no longer eligible for a Solo-K plan

Learning Objectives

  • Describe the advantages and disadvantages of the solo 401(k) plan option
  • Learn how to set up and administer the solo 401(k) plan

Who should take this course:

Designed for:

Any tax practitioner wishing to know more about the solo 401(k) plan and its application to small business owners; and any tax practitioner advising clients with respect to the potential adoption of a solo 401(k) plan

Prerequisite:

Basic familiarity with tax rules relating to individual taxation

Advanced Preparation:

None

Loading...

Loading...

Thank You!

YOU HAVE ADDED THE FOLLOWING TO YOUR CART:


Loading...

Thank You!

Thank You! Your request has been submitted.



Get More with a Surgent CPE package

Self-Study Library Package

  • Unlimited 24/7 access to 200+ downloadable self-study courses

  • Courses range from 2-20 credits

  • Provides online grading & CPE certificates by email

$499

Learn More

Unlimited Webinar Package

  • Unlimited access to all non-premium live CPE webinars

  • Includes 1-, 2-, 3-, 4-, and 8-hour webinars, including Saturday and evening options

  • Access through 12/31/16

$649

Learn More

Unlimited Plus Package

  • Unlimited access to ALL live CPE webinars

  • Includes all premium courses and virtual conferences

  • Unlimited 24/7 access to all self-study courses

  • Includes all on-demand webcasts Access for a year from purchase date

  • Unlimited 24/7 access to all self-study courses

$849

Learn More
  • CPE Continuing Professional Education for CPAs

  • IRS Continuing Education for EAs and the AFSP program

  • CFP Accepted by the CFP® Board

  • YB YellowBook Continuing Education

Explore Additional Courses by Topic

SURGENT IS APPROVED AS A PROVIDER OF CONTINUING EDUCATION BY:

Thank You!

Thank You! Your subscription has been submitted.