LegalMarch 23, 2021 Defined Benefit Proposal webinar

Recording Date: 2021-03-23 12:00:00
Duration: 60 minutes
CE Credit: 1 ASPPA/NIPA credit
Speakers: Charles Brown, EA, FCA, MSEA, QPA, QKA – Associate Consulting Director & Joe Kleinrichert, PMP, CSM – Senior Technology Project & Program Manager


The Secure Act allows plan sponsors to adopt any employer-funded plan retroactively for the prior tax year as late as the tax filing due date (with extensions). This includes defined benefit plans, which can have deductible contributions over $300,000 per person. We will be demonstrating how's new combo Proposal module leads you through the plan design and allows you to illustrate cost comparisons and compliance test results of several options in a single report. We will show how to start with your current DC plan in, or start fresh if you don’t have one, and add a cash balance component to achieve much larger tax deductions for your clients back to 2020.

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