401(K) BASICS

This presentation is an in-depth discussion of 401(k) & Profit Sharing Plans, including how best to navigate common challenges and best practices for operating a plan for your law practice.  This presentation informs partners & plan administrators about the following:

• Regulations
• Payroll Contributions
• Plan Testing
• Reporting
• Plan Document Amendments
• Common Errors
• Roles and Responsibilities
• Distribution and Loan Basics

Presenters: 

Clayton Janson, CFP®, AIF® CERTIFIED FINANCIAL PLANNER™ professional, Phocus Financial

Paul K. Batt, AIF®, CPFA, CFS, Qualified Plan Specialist, Phocus Retirement Services

Cancellations: the cost of the CLE will be credited to your MCBA account if the CLE is canceled in one of the two manners listed below:

 1) MCBA cancels or postpones the CLE or

 2) At least two business days prior to the program, MCBA receives your cancellation, in writing, via email at (cle@maricopabar.org). Please note a $25.00 administrative fee applies. 

If you registered and paid, but could not attend, you may request that materials be sent to you, free of charge.