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Retirement Planning Update

November 12, 2009
7:30 AM - 10:00 AM


Baker, Donelson, Bearman, Caldwell & Berkowitz, PC
Jackson, Mississippi


November 12, 2009
7:30 AM - 10:00 AM

Join Baker Donelson attorneys Bill Robinson and Len Martin to unravel retirement plan mysteries. We'll explain how to handle the top five 401(k) issues for employers, and help you understand how those issues compare with the new 403(b) regulations taking effect in January 2010. Next, we'll discuss how to use retirement plan distributions for estate planning, and how to use trusts to your advantage.

Program Learning Objectives:

  • Estate planning and use of trusts for retirement plan distributions
  • Top five 401(k) issues for employers
  • 403(b) update

Who should attend?

  • CPAs
  • Tax professionals who advise on retirement plans and estate planning
  • Insurance specialists

Prerequisites: In-depth knowledge of estate, retirement and general tax planning

Program Level: Intermediate

Approved for 2 hours of CPE credit

Events Contact

Heather Stripling
T: 205.250.8332
  Email Professional

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