Event Details

QUALIFIED RETIREMENT PLAN DESIGN FOR DENTAL PRACTICES

Location: Zoom Webinar

Email: office@nassaudental.org

Phone: 516-227-1112

 

COURSE TITLE

“QUALIFIED RETIREMENT PLAN DESIGN FOR DENTAL PRACTICES"

(The Nassau County Dental Society Designates this Activity for 2 CEU)

DATE/TIME

Monday, Jan. 12, 2026
7:00pm-9:00pm

LOCATION

ZOOM Webinar

COURSE DESCRIPTION/ EDUCATIONAL OBJECTIVES

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 include:

  • Benefits of Qualified Retirement Plans
    • Maximize tax deductions for dental practice owners
    • Asset protection
    • Recruit and 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 – Flexible New Comparability (Cross-Tested) Contributions
  • 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

EDUCATIONAL METHODS

Lecture, PowerPoint presentation and Q&A

SPEAKER

Andrew E. Roth, Esq.

Andrew E. Roth is a partner of Danziger & Markhoff LLP with over 35 years of experience as an ERISA attorney.  He is a frequent lecturer in the areas of pension, profit-sharing and employee benefits law.  He has substantial experience in designing and implementing qualified plans for business owners that maximize deductible contributions on their behalf.  His services include designing, drafting and obtaining IRS qualification for a broad range of defined contribution and defined benefit plans, as well as ensuring their continued compliance with applicable law. He also has substantial experience in connection with prohibited transactions and fiduciary matters.

 Mr. Roth attended University College of Arts and Science of New York University (BA 1975) and graduated magna cum laude from Brooklyn Law School (JD 1981).  Mr. Roth also received an LLM in Taxation from New York University School of Law (1982).  He is admitted to practice before the U.S. Tax Court, the Federal District Courts for the Southern and Eastern Districts of New York and is a member of the New York State Bar Association.

CONFLICT OF INTEREST

None

SPONSOR

None

REGISTRATION FEES

ADA Member Dentists: $20
Residents/Dental Students: No Fee
Non-Member Dentists $70.00

Note: All unregistered attendees will incur a fee of $25 in addition to the fees listed above.

REGISTRATION, CANCELLATION & REFUND POLICY

Pre-registration is required for all courses. Payment is due upon registration (where applicable). Refunds will be issued if we are notified more than 24 hours prior to the event start time; credits for future courses will not be provided. The schedule is subject to change.

Please call us at 516-227-1112 if you have any questions about this lecture. To view our courses by month, click on the calendar tab at www.nassaudental.org. 


TO REGISTER, CLICK THE LINK BELOW:

 Click Here to Register for Qualified Retirement Plans

 Registration Closes at Midnight 1/7/26.   

NOTE: Failure to attend a course you have registered for without canceling 24 hours in advance will result in a $50 fee and the inability to register for any future courses until the fee is paid.

If you are having difficulty with the online registration, send an email to office@nassaudental.org. Include your full name, ADA number, and the name of the course for which you want to register.
If payment is due, please provide a phone number at which you can be reached to provide credit card information for payment.

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