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Thursday, October 29, 2020 Webcast

Does Your Retirement Plan Design Still Make Sense in a COVID-19 Economy? (Replay) (E2010304)

2:00 PM - 3:30 PM EDT

Registration: 1:45 PM EDT

webcast

Webcast

1.5 CPE Credits in AA
This event is part of MembershipLearn more

OVERVIEW

This session will cover getting the most out of your company's or clients' retirement plan structure and improvements that can be made in a COVID-19 world. This session will include the implications of COVID-19 and changes that should be made as the result of it.

DESIGNED FOR

CPAs in business and industry with responsibility for their company’s retirement plan, CPAs in public accounting who have ERISA audit responsibilities and CPAs in public accounting who wish to further their knowledge of retirement plans for their clients

HIGHLIGHTS

This session will cover these topics:
  • Plan design options – Reevaluating plan design in a COVID-19 world
  • Fiduciary best practices and why fiduciary responsibilities of plan sponsors are more important now than ever
  • Managing COVID-19 withdrawals and loans
  • Factors to consider in modifying employer contributions
  • How reduced contributions impact plan testing
  • Considering plan termination due to COVID-19 – factors that must be considered for a plan termination
  • Education best practices to help employees manage their finances

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

PRICING

$0.00 - Member*

$59.00 - Non Member

* This event is part of Membership+, an exclusive benefit of NJCPA membership.

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Note: Online pre-registration will close on October 29 at 2:00 PM.

ADDITIONAL OPTIONS

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