Creative 401(k) and Other Retirement Plan Designs for Small Business Owners

OL146-17  |  On Demand  |  Update  |  Self-Study

Description

Join an experienced pension consultant to discuss creative retirement plan options for small business owners – including usage of solo(k)s, 401(k)s, profit sharing, defined benefit, and cash balance plans as well as new concepts in after-tax contributions and in-plan Roth conversions.

This video was recorded at the 2017 Tennessee Federal Tax Conference

Credits

Number of Credits Type of Credits
1 Tax

Prerequisites

None

Preparation

None

Notes

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Prices

Member (Early Bird)
$39.00
Non-Member (Early Bird)
$69.00
Member
$39.00
Non-Member
$69.00
Your Price: $69.00

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Facilitators

Mike E. Wesson, CPC, QPA, QKA, TGPC, CEBS, APA

Michael E. Wesson leads the marketing, consulting, and business development efforts for Acuff & Associates. Mike has over 30 years’ experience in the design, communication, marketing, and administration of qualified retirement plans. He has become a prominent and trusted resource in the retirement plan and financial advisor community and is a Principal, Shareholder, and Director of Acuff & Associates. Mike is also a frequent speaker at financial services events and CPE presentations, such as the Financial Planning Association, the National Association of Insurance and Financial Advisors, the National Institute of Pension Administrators, and the Tennessee Federal Tax Institute.

Mike holds a B. S. in History from Middle Tennessee State University and an M.B.A. in Economics from Plymouth State University. He has earned the Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA), Qualified 40l(k) Administrator (QKA), and Tax-Exempt and Government Plan Consultant (TGPC) designations from the American Society of Pension Professionals and Actuaries; the Accredited Pension Administrator (APA) designation from the National Institute of Pension Administrators; and the Certified Employee Benefit Specialist (CEBS) designation from the Wharton School of the University of Pennsylvania.

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