AICPA Firm-Based Retirement Resources 


Testimonials


Free Webinars
How Much Should I Save for Retirement?
Tuesday, August 8, 2017

Determining how much to save for retirement is challenging, given the high uncertainty about income, portfolio returns, and spending needs many years into the future. Given this uncertainty, and the high heterogeneity of earning potential and spending needs, what works well on average does not work well for everyone. A one-size-fits-all solution is unlikely to work.

Join our free webinar on August 8th and hear Dr. Marlena Lee discuss the different retirement strategies to help you and your firm reach your retirement goals.

In this presentation Dr. Lee will help examine:
  • Target income replacement rates
  • Saving more as income grows
  • The importance of starting early and saving consistently


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What every CPA should know about the New DOL Fiduciary Rules
Archive

The AICPA Firm-Based Retirement program is excited to have you join us for a special webinar on the Department of Labor's new fiduciary regulations. Ian Kopelman, Chair, Employee Benefits & Compensation Practice Group, DLA Piper LLP (US); and Joseph A. (Tony) Hugg, Counsel, DLA Piper LLP (US) will discuss the new regulations and address what you and your clients need to know about the best interest and prohibited transaction exemptions.

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How much should I save? Retirement strategies for you and your firm
Archive

Retirement strategies are an integral part of any CPA firm and is often a topic of question for many clients. Join our free webinar on May 18, 2016 and hear Dr. Marlena Lee discuss the different retirement strategies to help you and your firm reach your retirement goals. In this presentation Dr. Lee will help examine how to arrive at target replacement rates, saving more as income grows, and the importance of starting early and saving consistently. We look forward to you joining us.

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Loring Ward Target Date Strategies Now Available for the AICPA
Archive

Join Dimensional Fund Advisor’s Jed Fogdall, Senior Portfolio Manager & Vice President and Loring Ward’s Head of Retirement Strategies, Heather Hooper to discuss their combined strategies exclusively available for members of the AICPA. They will highlight the philosophy behind Loring Ward’s entrée into the target retirement space and the joint research that helped create these strategies.

Additionally they will cover:
  • Commentary on trends in the target retirement space
  • The advantages of Dimensional investing philosophy
  • How to access to these strategies

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Save Taxes Today and Prepare for Tomorrow-Leverage Retirement Plans for Maximum Tax Savings
Archive

A good retirement plan is a valuable tool to attract quality candidates to your firm and increase employee loyalty. The right plan can also be a great mechanism to help you and your employees save more for retirement and reduce taxes. With today economic environment saving is more critical than ever. That's why NOW is the right time to review your firm's current retirement plan...or the available options if you don't yet have a plan. In this information-packed, one-hour webinar, we'll discuss the wide range of retirement options that are available, including IRAs, 401(k) Plans, SIMPLE IRAs, SEPs, Profit Sharing Plans and more.

During this webinar, we'll look at the key advantages and disadvantages of each type of plan. You will walk away with a better understanding of the benefits, advantages and risks of developing a plan for your firm and how AICPA is helping members through the special benefits in the AICPA Firm-Based Retirement Program.

Speaker: Frank Tortora, Senior Manager, Retirement Services, Paychex

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Preparing for a secure future for you and your employees
Archive

A good retirement plan is an easy, yet effective way to reduce your tax liability and increase employee loyalty and satisfaction. And with today's economy, and an uncertain future, helping yourself and your staff save for retirement is more critical than ever. That's why NOW is the right time to review your firm's current retirement plan... or the available options if you don't yet have a plan. In this information-packed, one-hour webinar, we'll discuss the wide range of retirement options that are available, including IRAs, 401(k) Plans, SIMPLE IRAs, SEPs, Profit Sharing Plans and more.

Speaker: Frank Tortora, Senior Manager, Retirement Services, Paychex

Request Archive

Featured Case Studies
Keeping the Promise to Offer Staff a Sound Retirement Plan
Free Case Study

See how TBK utilized the benefits of the AICPA Firm-Based Retirement Program by setting up a 401(k) plan. Learn why they made the decision to use the AICPA Retirement Program and the benefits it provides to their growing staff.

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Choosing the best retirement plan for your firm: SIMPLE IRA versus 401(k)
Free Case Study

Like many small firms and businesses, Carl Peterson and his wife Joan, partners in the firm of Peterson & Peterson Associates, weren't considering a 401(k) plan for their firm, mistakenly assuming it was too costly and complicated to set up and administer. So, initially, they narrowed their focus down to SEP and SIMPLE IRA plans. In this revealing and highly informative case study, you'll learn how Carl and his wife discovered the superior benefits and advantages of a 401(k) offered through the AICPA Firm-Based Member Retirement Program.

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Client Success Story - Nowicki and Company, LLP - AICPA Firm-Based Retirement Program
Free Case Study

This case study examines how having an integrated and flexible 401(k) plan helped Nowicki and Company, LLP, attract new staff and provide value to current team members.

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Client Success Story - Robert C. Alario, Certified Public Accountants, PC - AICPA Firm-Based Retirement Program
Free Case Study

Read about how one AICPA Retirement Committee Member's firm found the AICPA's Firm-Based Retirement Program helpful in minimizing administrative burdens and in building a secure financial future for their employees.

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Featured Whitepaper
The Equitable Allocation of Revenue Sharing to Participants
Whitepaper

In this white paper, Fred Reish discusses equitable allocation of revenue sharing and its spread to smaller plans. Though equitable allocations are not required, he argues that it is a methodology that affords a plan some added security. Reish also addresses whether equitable allocation is a fiduciary obligation.

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For more information about the program:

  • Call 877.264.2615 to speak to a Paychex specialist
    (Monday- Friday 8:00a.m.-8:00p.m. ET)
  • Complete this Online Form, and a Paychex specialist will contact you



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