Picking a Perfect Plan

Track:

In this session we will discuss the key tax and audit considerations (and some Department of Labor considerations) for contributions of property other than cash or employer shares to a qualified retirement plan. Contributing non-cash property to a qualified plan requires a number of steps. Company advisors must consider valuation issues, fiduciary duties, prohibited transaction requirements and unrelated business income tax determinations. At the end of this session the participant should be able to

  • Discuss the DOL and IRS requirements for contributing non-cash property to a qualified retirement plan
  • Analyze the benefits and limitations of such contributions.
  • List the issues that an advisor needs to raise if a client wants to contribute property to a qualified retirement plan.

Field of Study:

Session Type:

Session Date: 
Tuesday, May 15, 2018 - 14:2515:40
Speaker(s) Speaker Details Session(s)
Carol Zurcher CPA, CGMA, PFS, Partner, Thomas, Zurcher & White, P.A., Winter Park, FL 15, 30
Steve Swirnow JD, Vice President & Senior Legal Counsel, T. Rowe Price Associates, Inc., Owings Mills, MD 15

Field of Study Legend

Accounting
Auditing
Behavioral Ethics
Business Management & Organization
Economics
Personal Development
Specialized Knowledge
Tax

Skill Levels Legend

L1 - Level 1
L2 - Level 2
L* - Level 1 & Level 2