Webinar Replay: Retirement 102 - What Qualifies a Retirement Plan for Tax Favored Status?

Michael Miranda
July 24, 2018

The webinar focuses on fundamental requirements to be a qualified retirement plan.  This includes eligibility, vesting, and distributions that permit the deferral of tax on the benefits accrued by participants and the ability of the Plan Sponsor to take a tax deduction of retirement plan contributions.  The role of the Department of Labor and ERISA with respect to Retirement Plans is also reviewed.

07.24.18 Retirement 102 2 per page.pdf

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