Event Details

Southern Westchester Dental Forum

  • Tue, Feb 08, 2022 | 7:00 PM - Tue, Feb 08, 2022 | 10:00 PM
  • Location: ZOOM Teleconference
  • Contact: Dr. Matthew Paonessa
  • Email: matthew.paonessa@gmail.com
  • Phone: 914-873-0045

"A Review of Laws Applicable to Dental-Practice-Qualified Retirement Plans - Strategies for Avoiding Possible Discrimination"
Andrew E. Roth, Esq.
Partner - Danziger & Markhoff, LLP

The coronavirus pandemic is presenting new and unique challengers that many of us have never faced.  Qualified retirement plans are no exception.  This presentation showcases the ways dental practice owners can ameliorate the challenges presented by the current environment.

Specifically, topics covered will include:
     Types of qualified retirement plans
     CARES Act, SECURE Act and regulatory updates
     2022 Contribution limits:
          What is the maximum amount that can be contributed on an owner's behalf?
     Limiting staff costs:
          Coordinating 401(k) plans and profit-sharing plans as a strategy to reduce staff                costs
     Timing for 401(k) contribution deposits
     Average Deferral Percentage Test
     Pros and cons of Roth 401(k)s
     Cash balance plans

          State-of-the-art defined benefit plans which will enable owners to substantially                increase their contributions.
     Traditional defined benefit plans
          Prior service design
          Accumulation design
     Coordinating plan design with the Section 199A QBI deduction
    

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