Attendees will learn the options available to both parties regarding the disposition of their respective plans, and the potential compliance issues when plans are either merged or continued by a buyer that has their own plan.

Stephen Abramson

• October 15, 2024
• 90 Minutes
• $110.00
• Enroll

This program will cover traditional IRAs, Roth IRAs and related plans including SIMPLE IRAs and Simplified Employee Pensions (SEPs).

Stephen Abramson

• October 22, 2024
• 90 Minutes
• $110.00
• Enroll

This program will cover the nature of Qualified Domestic Relations Orders, how they are to be applied and the potential pitfalls that plan sponsors should be sure to avoid in processing the QDRO.

Stephen Abramson

• November 11, 2024
• 90 Minutes
• $110.00
• Enroll

This program will provide a summary and explanation with examples of non traditional designs for defined contribution and defined benefit plans that suit specific business needs including two plan combinations and hybrid plan designs.

Stephen Abramson

• November 18, 2024
• 2 Hours
• $150.00
• Enroll

This program will address the various options for retirement plan design for small to mid-size companies that typically adopt plans that are beneficial to owners and key employees.

Stephen Abramson

• November 25, 2024
• 2 Hours
• $150.00
• Enroll

Participants in this program will have a clear understanding of the operation of defined benefit plans allowing them to more effectively advise clients and make recommendations.

Stephen Abramson

• December 2, 2024
• 2 Hours
• $150.00
• Enroll