Available unitl March 4, 2021
Speaker: S. Derrin Watson
Experience Level for Attendees: Intermediate
Target Audience: TPAs, administrators, advisors, attorneys
Keywords: Earned income, compensation, net earnings self-employment, computations, 414(s), 401(c), self-employed individuals
IRS Program Number: CZTXU-Q-01143-20-O
Description: Earned income is fundamental to plan design, testing, and operations for sole proprietorships, partnerships, and most LLCs. Unfortunately, the complexity of the calculations makes this a source of frequent errors and misunderstandings. This program will point out the problem areas, demonstrate the issues, and provide solutions.
Learning Objectives
- Correctly calculate earned income in a variety of situations
- Compute compensation when guaranteed payments are involved.
- Determine earned income with multiple businesses
- Run nondiscrimination testing involving partners and sole proprietors
- Correct deferrals when earned income is negative
Registration Deadlines:
Live: 03/04/2020
On-Demand: 03/04/2021
CE Credit: 2 ASPPA, 2 NAPA Relevant Topics, 2 NTSA,2 ERPA, 2 JBEA Noncore
About the Speaker:
S. Derrin Watson, JD, APM, is of counsel to the Ferenczy Benefits Law Center, with over 42 years of experience in dealing with retirement plans. He is also an ERISA educator, frequently providing web seminars with ERISApedia and making presentations at seminars and conferences. Previously, Mr. Watson worked with FIS with their Relius line of educational programs and still consults with them regarding their plan document products. His published works include Who’s the Employer, the 403(b) Plan eSource, and the 457 Plan eSource, all published with ERISApedia, where he handles their Ask the Authors service. In 2006, ASPPA awarded Derrin its Educator’s Award for his work in providing professional education to plan practitioners. He received his bachelor’s degree in accounting from BYU and his law degree from UCLA. Derrin is a Senior Editor of the Journal of Pension Benefit
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Webcast Package Pricing
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General Information
Cancellation Policy
All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.
Disclaimer
Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.
Questions
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