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Advanced Qualified Plan Design for Income Tax Reduction and Retirement Planning

Note: CPE credit is not offered on this program

A live 90-minute CLE video webinar with interactive Q&A

This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

Wednesday, August 27, 2025 (in 11 days)

1:00pm-2:30pm EDT, 10:00am-11:30am PDT

or call 1-800-926-7926
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This CLE course will provide guidance to employee benefits counsel on advanced design options and challenges associated with the development and administration of qualified plans. The panel will discuss available options for qualified plan design for income tax reduction and address how plan sponsors and fiduciaries can avoid or mitigate the risks in plan design and implementation.

Description

One of the most critical issues for employers is determining whether to and what kind of employee benefits to offer employees. Before providing benefits, an employer must decide how to deliver those benefits and comply with federal and state regulations.

The statutory and regulatory responsibilities relevant to retirement plans and other benefits can be burdensome for employers. The employer must be aware of and consider the special rules, limitations, and exceptions applicable before implementing any type of benefit plan.

Employee benefits plans must be appropriately structured to allow both the employer and employee to receive advantageous tax treatment under the current law. Additionally, benefits delivered through an ERISA plan include rights and protections for plan participants and their beneficiaries, requiring careful attention to administrative and operational guidelines.

Counsel must understand all rules associated with the design and implementation of employee benefit plans to ensure compliance with federal and state law.

Listen as our panel provides their insights into issues that arise in the design and administration of qualified plans, provides advanced strategies for plan design for income reduction, and addresses how plan sponsors and fiduciaries can avoid or mitigate the risks in plan design and implementation.

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Outline

  1. Preliminary issues in establishing a benefit plan for small employers
  2. Plan design options and other factors to consider
  3. Benefit plan administration and operation challenges
  4. Best practices and tips for ERISA counsel in advising employers

Benefits

The panel will review these and other critical issues:

  • What plans can be offered by certain employers under federal law?
  • Plan design options and considerations
  • Regulations and statutory requirements: the employer's role and responsibilities
  • Use of third-party administrators
  • Testing, distribution, and termination rules for qualified plans

Faculty

Gaglio, Joseph
Joseph M. Gaglio
Founder and Managing Partner
Shepherd Wealth Group

Mr. Gaglio is Founder and Managing Partner at Shepherd Wealth Group. 

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Kleinhandler, David
David Kleinhandler
CEO & Founder
Optifino

Mr. Kleinhandler is CEO & Founder at Optifino.

 |  Read More
Attend on August 27

Cannot Attend August 27?

You may pre-order a recording to listen at your convenience. Recordings are available 48 hours after the webinar. Strafford will process CLE credit for one person on each recording. All formats include course handouts.

To find out which recorded format will provide the best CLE option, select your state:

CLE On-Demand Video

BARBRI | Strafford

Strafford is Now Part of BARBRI for Professionals!

The same expert-led professional development courses you know and love from Strafford are now part of BARBRI, the trusted global leader in legal education.

Please note that the Strafford website will soon be archived. All programming, account details, and certificates will soon be migrating to our new site at barbri.com/professional-development.

All customers will be notified once this migration has been completed.