A Chapter of the Association of Legal Administrators

From the Pension Protection Act of 2006 to the IRS regulations issued in 2010, many exciting new options have opened up for qualified plan sponsors, going far beyond the traditional 401(k) plan. Using a wide range of real law firm case studies, you will hear how to use creative retirement plan designs to attract and retain top talent, meet the financial goals of the firm's partners, and effectively manage tax liabilities. Discover how your firm could benefit from innovative hybrid and cross-tested plans, smarter plan design and new ways to manage risk.
Objectives:

• Evaluate the success of your firm's current retirement plan’s goals, objectives and measurements
• Determine how to avoid the 5 biggest retirement planning mistakes
• Examine age-weighted contribution limits and the impact on firms with a wide range of partner ages
• Implement best practices and processes for adding and administering an effective IRS-compliant qualified retirement plan

This program has been approved for 1 (HR (General)) recertification credit hours toward PHR, SPHR recertification through the HR Certification Institute (HRCI).