S401-W02
The Ins and Outs of Setting Up and Administering Solo 401(k)s for Your Clients

Best Value! Buy a webinar package and save
-- choose the Unlimited Webinar Package or the eight- and sixteen-credit packages.

Date/Time: Wednesday, October 31, 2012, 1-3 p.m. Eastern (see all dates)

Presenter(s): Michael J. Tucker, CPA, Denise Appleby, APA, CISP, CRPS, CRC

A solo 401(k) plan is often the retirement plan of choice for the owners of small businesses. If you have a client who is currently using a solo 401(k) plan, or considering whether or not to adopt the solo 401(k) retirement plan option, you should attend this program because it will give you the ins and outs of setting up and administering the solo 401(k) plan -- vital information that you need to know in order to intelligently 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 set use the solo 401(k) retirement plan option
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
Set up and administer the solo 401(k) plan

Designed For:

Any tax practitioner wishing to know more about the solo 401(k) plan
Any tax practitioner advising clients with respect to the potential adoption of a solo 401(k) plan

Course Level: Intermediate

CPE Credits: 2, Taxes

Prerequisite: Basic familiarity with tax rules relating to individual taxation

Advance Preparation: None

S401-W02 The Ins and Outs of Setting Up and Administering Solo 401(k)s for Your Clients

Best Value! Buy a webinar package and save -- choose the Unlimited Webinar Package or the eight- and sixteen-credit packages.

S401-W02
The Ins and Outs of Setting Up and Administering Solo 401(k)s for Your Clients

Best Value! Buy a webinar package and save
-- choose the Unlimited Webinar Package or the eight- and sixteen-credit packages.