Retirement Plan Architecture

This Group program provides practicing CPAs and other tax professionals with an advanced review of retirement plan architecture and tax-planning considerations. The program examines the qualified plan landscape, including limits, testing, and plan fit; defined benefit and cash balance plans; combined plan designs; nondiscrimination testing in owner-heavy demographics; the interaction between entity type, compensation, and contribution capacity; multi-year Roth conversion strategy; and nonqualified alternatives at a survey level. A case study compares three retirement plan architectures for an owner with significant income and a ten-year planning horizon.

Learning Objectives:

• Match qualified plan types to owner demographics using limits, testing exposure, and administrative cost.
• Explain how actuarial funding lets defined benefit and cash balance plans support six-figure deductions.
• Analyze how entity type and compensation decisions constrain plan contributions.
• Frame multi-year Roth conversion strategy around bracket management.

Attendance Requirement
To receive the full CPE credit, participants must attend the entire program and complete all required participant engagement and completion-verification activities.
Refund & Cancellation Policy:
Noble Wealth Solutions' CPE programs are provided free of charge. Therefore, no refund policy applies. If Noble Wealth Solutions must cancel or reschedule a CPE program, registered participants will be notified by email as soon as possible, and whenever practical, at least 48 hours prior to the scheduled program. Participants will receive information regarding rescheduling or alternative program options, if available.
Complaint Resolution Policy:
Participants may submit complaints to Ben Levine via email at Ben@NobleWealthSolutions.com, or via phone at (818) 456-4754. Complaints will be acknowledged promptly, and a response will be provided within five (5) business days. All complaints will be reviewed and, when appropriate, corrective action will be taken to improve future programs.