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PRODID://NDCP//511151
BEGIN:VEVENT
DTSTAMP:20260429T182146
VTIMEZONE:America/Chicago
DTSTART:20270401T140000Z
DTEND:20270401T160000Z
UID:511151
SUMMARY:Surgent's A Guide to Nonqualified Deferred Compensation (NDC2)
LOCATION:Webinar
DESCRIPTION:Surgent's A Guide to Nonqualified Deferred Compensation (NDC2)\n\n04/01/27 09:00 AM CST\n - 04/01/27 11:00 AM CST\Description:\nThis course is designed to provide a deep understanding of NQDC plans, focusing on the regulations, tax nuances, and strategies to understand to effectively advise clients. Participants will learn about the key features of NQDC plans, their differences from qualified retirement plans, and the compliance requirements under IRC Section 409A and other relevant regulations. The course will cover the taxation of NQDC plans, including income recognition, FICA, and federal/state taxes, for both employers and employees. Attendees will explore various types of NQDC plans and discuss their unique features and benefits. The course will also delve into financing and funding options for NQDC plans and provide guidance on developing and implementing effective planning strategies based on participant demographics, company objectives, and tax efficiency. By the end of the course, participants will have the knowledge and tools to properly advise clients on NQDC plans to maximize benefits while ensuring compliance with regulations.Objectives:
 Define nonqualified deferred compensation (NQDC) and explain how it differs from qualified retirement plans
 Identify and describe the key compliance requirements for NQDC plans, including IRC Section 409A and other relevant regulations
 Understand the taxation of NQDC plans, including the timing of income recognition, FICA, and federal/state taxes, and the tax consequences for both employers and employees
 Distinguish between the various types of NQDC plans, such as salary deferral arrangements, and supplemental executive retirement plans (SERPs), and understand their unique features and benefits
 Understand the financing and funding options available for NQDC plans and the pros and cons of each approach
 Develop and implement effective planning strategies for NQDC plans, considering factors such as participant demographics, company objectives, and tax efficiency
 Summarize the key takeaways from the course, emphasizing the importance of proper plan design, compliance, and administration in maximizing the benefits of NQDC plans for both employers and employees
 Presenters:Daniel JohnsonField of Study:Taxes (2)Major Topics:
 The basics of nonqualified deferred compensation (NQDC)
 NQDC compliance
 Taxation of NQDC plans
 Types of NQDC plans
 Financing/funding NQDC plans
 Planning strategies
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's A Guide to Nonqualified Deferred Compensation (NDC2)<br /><br />04/01/27 09:00 AM CST - 04/01/27 11:00 AM CST<br />Description:<br />This course is designed to provide a deep understanding of NQDC plans, focusing on the regulations, tax nuances, and strategies to understand to effectively advise clients. Participants will learn about the key features of NQDC plans, their differences from qualified retirement plans, and the compliance requirements under IRC Section 409A and other relevant regulations. The course will cover the taxation of NQDC plans, including income recognition, FICA, and federal/state taxes, for both employers and employees. Attendees will explore various types of NQDC plans and discuss their unique features and benefits. The course will also delve into financing and funding options for NQDC plans and provide guidance on developing and implementing effective planning strategies based on participant demographics, company objectives, and tax efficiency. By the end of the course, participants will have the knowledge and tools to properly advise clients on NQDC plans to maximize benefits while ensuring compliance with regulations.<br><br><b>Objectives:</b><br><ul>
    <li>Define nonqualified deferred compensation (NQDC) and explain how it differs from qualified retirement plans</li>
    <li>Identify and describe the key compliance requirements for NQDC plans, including IRC Section 409A and other relevant regulations</li>
    <li>Understand the taxation of NQDC plans, including the timing of income recognition, FICA, and federal/state taxes, and the tax consequences for both employers and employees</li>
    <li>Distinguish between the various types of NQDC plans, such as salary deferral arrangements, and supplemental executive retirement plans (SERPs), and understand their unique features and benefits</li>
    <li>Understand the financing and funding options available for NQDC plans and the pros and cons of each approach</li>
    <li>Develop and implement effective planning strategies for NQDC plans, considering factors such as participant demographics, company objectives, and tax efficiency</li>
    <li>Summarize the key takeaways from the course, emphasizing the importance of proper plan design, compliance, and administration in maximizing the benefits of NQDC plans for both employers and employees</li>
</ul><br><b>Presenters:</b><br>Daniel Johnson<br><br><b>Field of Study:</b><br>Taxes (2)<br><br><b>Major Topics:</b><br><ul>
    <li>The basics of nonqualified deferred compensation (NQDC)</li>
    <li>NQDC compliance</li>
    <li>Taxation of NQDC plans</li>
    <li>Types of NQDC plans</li>
    <li>Financing/funding NQDC plans</li>
    <li>Planning strategies</li>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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