Choosing the Right Retirement Plan

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DISCLAIMER

ARCHIVED SEMINARS ARE FOR VIEWING PURPOSES ONLY.

THE SEMINAR CONTENT IS NO LONGER CURRENT AND DOES NOT QUALIFY FOR ANY CONTINUING EDUCATION CREDIT.

ARCHIVE DATE: FEBRUARY 2016

The IRS Tax Exempt and Government Entities' Employee Plans division presented this seminar at the 2014 IRS Nationwide Tax Forum, and the information was correct at the time of recording.

Learn how to match the right plan with the right employer and why that's important. This presentation will discuss the features and benefits offered in each type of plan, including: which employers are eligible to adopt each type of plan; which employees must be included; contribution and deduction limits; who contributes and when are contributions due to the plan; filing requirements; and pros, cons, & common mistakes for each type of plan.

To view this archived seminar, click below