Live Webinar: "Qualified Retirement Plan Design for Dental Practices"

Live Webinar: "Qualified Retirement Plan Design for Dental Practices"

Instructor:  Andrew Roth, Esq. - Danziger & Markhoff LLP
                        A partner of Danziger & Markhoff LLP with over 35 years of experience as an ERISA attorney and frequent 
                        lecturer in the areas of pension, profit-sharing and employee benefits law.

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Synopsis:  We are living in turbulent times, presenting new and unique challenges.  Qualified retirement plans are no exception.  In this presentation, we will discuss ways you can withstand the headwinds generated by the current environment while maintaining the ideal qualified retirement plan design for your dental practice.

Specifically, topics covered will be:

Benefits of Qualified Retirement Plans 

Maximize tax deductions for dental practice owners
Asset protection
Recruit & retain staff

2026 IRS Plan Limits
Types of Qualified Retirement Plans
Defined Contribution Plans - Laying the Foundation

401(k) Plans
   Traditional 401(k) - Immediate tax deduction / tax-deferred growth
   Roth 401(k) - Tax-free growth and withdrawal
   ADP testing and top-heavy testing
   Safe Harbor designed-based alternative to ADP testing.

Profit Sharing Plans

Defined Benefit Plans - Maximizing Tax Deferral for Dental Practice Owners

Traditional Defined Benefit Plans - owner/spouse only
Cash Balance Plans - dental practices with staff

Legal Update - SECURE Act, SECURE 2.0, etc.
Future Trends - How they will impact your dental practice.