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Earned Income - A Practical Approach
Presentor: Derrin Watson Recorded Date: 1/14/2015 Duration: 100 Min.

Description
This program was recorded during a live presentation given on January 14, 2015 at 12:00PM EST.
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For a partner or sole proprietor, little is more fundamental than earned income. Earned income will determine whether a partner can be treated as an employee. It will also determine the amount of his or her compensation for plan purposes.

Unfortunately, this vital computation is frightfully complex. Earned income depends, in part, on self-employment tax. Self-employment tax, depends, in part, on employee contributions. Frequently, employee contributions depend, in part, on earned income.

 

What You'll Learn:
By attending this Web seminar, you'll learn the ins, outs, issues, and answers in handling earned income calculations. Our materials will include sample spreadsheets to give you a basis for doing the calculations yourself.

  • Earned income's place in retirement plans
  • Net earnings from self-employment
  • Special rules for clergy and royalties
  • Earned income adjustments
  • Earned income and compensation definitions
  • Mandatory 414(s) nondiscrimination adjustment
  • Earned income and 401(k)
  • Earned income and multiple businesses
Prerequisites:

There are no prerequisites or other advanced preparation for this program. The speaker will expect attendees will have a general understanding of the operation of 401(k) and other retirement plans.

Level: Intermediate.

Instructional Delivery Method
Group – Internet-Based

Speaker: S. Derrin Watson, J.D., APM
Recipient of ASPPA's 2006 Educator of the Year Award

Objectives:

After taking the course, attendee should be able to:

 

  • Correctly determine earned income in a variety of situations.
  • Apply earned income in common plan situations.
  • Correctly interpret plan terms dealing with earned income.
  • Advise an employer on plan design involving earned income.

 

 


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