401k/Retirement Plans - Current Topics
San Jose Chapter Virtual Meeting

Date/Time:

Wednesday, April 17, 2024
5:00 to 7:00 PM

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided for you to log in at the designated meeting time. Zoom requires registration before entering the meeting.

Topic:

During this presentation we will cover the following topics:
Maximizing tax deductions with Qualified Retirement Plans
401k Plans
Defined Benefit Plans
CalSavers
How CalSavers works
Alternatives
Make sure that your clients have responded to the mandate Secure Act 2.0
On December 29, 2022, President Biden signed into law the “Consolidated Appropriations Act, 2023,” which included a major package of retirement savings provisions known as “SECURE 2.0 Act”.

Presenter:

Eric Petersen, Pension ConsultantKristine Taylor - Internal Support/Administrator
Eric Petersen brings a qualified background to Hicks Pension Services. After receiving an M.B.A. from San Diego State University, Eric spent four years as a plan administrator. As an administrator, Eric established himself as an expert in the intricacies of IRS tax code as it relates to qualified plans. He also has received accreditation from The National Institute for Pension Administrators. Since coming to Hicks Pension Services as a consultant, Eric has been directly involved in the design and installation of more than 6,300 qualified plans. Eric has been withHicks Pension Services for 29 years. Eric is a regular guest speaker around the Bay Area. He has given his "Circle Talk" presentation to organizations such as The Northern California Human ResourcesCouncil, The Financial Planning Association (FPA), The International Association for financial Planning (IAFP), The Southern Alameda County Life UnderwritersAssociation, The National Association of Insurance and Financial Advisors (NAIFA) and the International Association of Registered Financial Consultants (IARFC).A long-time Bay Area resident, Eric currently resides in Pleasanton. Outside of work Erin enjoys skiing, golfing, jogging, and his activities with the CYO Track and Field.

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01953-24-I
CTEC: 1000-CE-5396

Knowledge Level: Overview (General knowledge of the subject)

Cost:

Cost if registered by April 14, 2024 at midnight
Registration Fee (Member): $10
Registration Fee (Non-Member): $40

Cost if registered after April 14, 2024 at midnight
Registration Fee (Member): $20
Registration Fee (Non-Member): $50

Cancellation and Refund Policy for Webinar Purchase: 
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.