Retirement Plan Design
OL1623 | On Demand Course | Update | Self-Study
Description
Explore advanced retirement plan design concepts that help advisors differentiate their services and deliver tailored solutions to employers. This session covers strategies like Safe Harbor 401(k), New Comparability, and Cash Balance plans, with practical illustrations to maximize contributions, reduce costs, and improve retirement readiness. Ideal for advisors seeking to deepen their consulting expertise and expand business opportunities.
This course is part of the 2025 Tennessee Federal Tax Conference Bundle. Purchase the conference bundle here.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 1.00 | Taxes |
Prices
- Member (Early Bird)
- $59.00
- Non-Member (Early Bird)
- $99.00
- Member
- $59.00
- Non-Member
- $99.00
Instructors
Michael Baron, MBA, APA
Since 2001, Michael has worked in the financial services industry with a focus on helping employers, participants and financial advisors with their qualified plan needs. From working with some of the countries leading record keepers to becoming a partner of Acuff & Associates serving as a third party retirement plan administrator, he has experience with almost all aspects of qualified retirement plans. Currently, Michael serves as a Regional Sales Director for JULY Business Services, a full service retirement plan provider. Michael graduated from Tennessee Technological University with both his BS degree as well as his MBA. When not talking about 401(k) plans, Michael enjoys spending time with his wife Kristin and his 2 daughters, Harper & Avery.
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