This course provides an in-depth exploration of 401(k) plans and profit-sharing options, ideal for professionals seeking to enhance their retirement plan knowledge. The course will cover the fundamentals of retirement savings plans, an introduction to IRS rules, and the history of profit-sharing. Various types of profit-sharing plans will be examined, along with strategies for designing effective plans. The session also covers important ratio and gateway tests for compliance.
Learning Objectives:
- Recognize IRS rules regarding profit-sharing plans and the history of profit-sharing plans
- Define the types of profit-sharing plans and plan design strategies
- Identify testing requirements including profit-sharing plans and the minimum gateway requirements
Marc Fowler
Human Interest
Retirement Education Director
[email protected]
(415) 716-5485
Marc Fowler is the Director of Retirement Education at Human Interest, the fastest-growing 401(k) provider with over 25,000 customers. He specializes in supporting partners and clients in understanding the value of retirement plans, particularly the power of 401(k) and the relevant legislation surrounding saving for retirement. After starting two small businesses in New York, he is passionate about how 401(k) plans can support the SMB sector. Marc has over a decade of experience at high-growth tech companies, including DataRobot and WeWork. When he’s not at the office, he enjoys spending time as a certified SCUBA diving Instructor, boat captain, and proud girl dad.
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