BEGIN:VCALENDAR
VERSION:2.0
CALSCALE:GREGORIAN
METHOD:PUBLISH
PRODID://NDCP//502259
BEGIN:VEVENT
DTSTAMP:20260506T051142
VTIMEZONE:America/Chicago
DTSTART:20270129T150000Z
DTEND:20270129T170000Z
UID:502259
SUMMARY:Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (CCSM)
LOCATION:Webinar
DESCRIPTION:Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (CCSM)\n\n01/29/27 09:00 AM CST\n - 01/29/27 11:00 AM CST\Description:\nClients often ask accounting and finance professionals whether they have the "best" pension plan and whether they are using it to its maximum advantage. This program explains how various pension plans work and analyzes why a small or medium-sized business owner would choose one plan over another.Objectives:
 Understand the advantages and disadvantages of the major pension-planning options for small- and medium-sized business owners
 Help clients evaluate pension plan options and select the best pension-planning option for them
 Presenters:Mike Tucker, Ph.D., LL.M., J.D., CPAMike Callahan, FSPA, CPC, EA, RMA®, CWS®Field of Study:Taxes (2)Major Topics:
 Factors business owners should take into account when choosing a retirement plan
 SIMPLE plans
 Simplified employee pension plans
 401(k) plans
 Defined benefit plans
 Ensuring eligible employees are covered
 Employees’ impact on choice of plan
 Ongoing compliance requirements
 Establishing a plan after the tax year end
 Changes to safe harbor 401(k) plans
 Pooled employer plans
 Defined benefit plans and cash balance plans
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (CCSM)<br /><br />01/29/27 09:00 AM CST - 01/29/27 11:00 AM CST<br />Description:<br />Clients often ask accounting and finance professionals whether they have the "best" pension plan and whether they are using it to its maximum advantage. This program explains how various pension plans work and analyzes why a small or medium-sized business owner would choose one plan over another.<br><br><b>Objectives:</b><br><ul>
    <li><span style="color: #000000;">Understand the advantages and disadvantages of the major pension-planning options for small- and medium-sized business owners</span></li>
    <li><span style="color: #000000;">Help clients evaluate pension plan options and select the best pension-planning option for them</span></li>
</ul><br><b>Presenters:</b><br>Mike Tucker, Ph.D., LL.M., J.D., CPA<br>Mike Callahan, FSPA, CPC, EA, RMA®, CWS®<br><br><b>Field of Study:</b><br>Taxes (2)<br><br><b>Major Topics:</b><br><ul>
    <li>Factors business owners should take into account when choosing a retirement plan</li>
    <li>SIMPLE plans</li>
    <li>Simplified employee pension plans</li>
    <li>401(k) plans</li>
    <li>Defined benefit plans</li>
    <li>Ensuring eligible employees are covered</li>
    <li>Employees&rsquo; impact on choice of plan</li>
    <li>Ongoing compliance requirements</li>
    <li>Establishing a plan after the tax year end</li>
    <li>Changes to safe harbor 401(k) plans</li>
    <li>Pooled employer plans</li>
    <li>Defined benefit plans and cash balance plans</li>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
BEGIN:VALARM
TRIGGER:-PT5M
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR