401(k): Hidden Value for Your Clients with Benchmarking and Case Studies
Total Credits: 2 including 2 Finance - Technical
- Average Rating:
- 3
- Categories:
- Industry | Partner Produced | Practice Management
- Faculty:
- Wayne Titus, CPA/PFS, AIFA
- Course Levels:
- Overview
- Duration:
- 2 Hours
- License:
Description
“401(k): Hidden Value for Your Clients with Benchmarking and Case Studies” is a must-attend webinar for any CPA whose clients include companies that provide retirement plans for employees. In this interactive session, you’ll learn:
- How to identify hidden value for your clients.
- How regulatory requirements are changing and the potential pitfalls your clients should guard against to avoid litigation;
- Results of an evaluation of Michigan-based 401(k) plans, with specific case studies and examples.
Basic Course Information
Learning Objectives*To interest CPAs in providing value-added services to clients who are plan sponsors
Major Subjects
*A very brief history of the duty of a Plan Sponsor
*Current requirements, contrasting to future prospective requirements
*Related areas of exposure given current and future regulatory requirements
*Unintended consequences of undue reliance and specific issues to look for
*Results of our evaluations of Metro-Detroit 401(k) plans and specific case studies
*Outline of value added activities and advice for CPA clients/plan sponsors
Course Materials
| Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase | ||
| Handout_Slides (2.84 MB) | 52 Pages | Available after Purchase |
Faculty
Wayne Titus, CPA/PFS, AIFA Related Seminars and Products
Wayne Titus, CPA/PFS, AIFA®, founded AMDG Financial in 2002, after more than 15 years in management at two large accounting firms, serving Fortune 50 clients. Titus is a fee-only, fiduciary adviser, and is so committed to placing clients’ interests first that AMDG Financial became one of the first 10 firms globally – and the first in Michigan – to be certified by the Centre for Fiduciary Excellence for adherence to global best practices for investment adviser fiduciaries. The company’s credo is, “From financial wisdom, better stewardship.”
Titus holds a B.S. degree in Accounting from the University of South Florida, a B.A. degree in Business Administration from Grove City College in Pennsylvania, and a Master’s degree in Employee Benefits from John Marshall Law School in Chicago. An active member of the community, Titus serves as chairperson of the Michigan Association of Certified Public Accountants’ Financial Literacy Task Force and was recently a District Governor for Rotary International, the largest service organization in the world.
Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For
CPAs who work with, or desire to work with, 401(k) plan sponsors
Original Recording Date 06/13/2017
Yellow Book No
Course Developer MICPA
Date Added to Catalog 05/31/2017
Additional Information
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method Live Group Internet Based
Course Registration Requirements Online
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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