Bolstering Expertise: 403(b) and 457(b) 1 Credit
Dive for 401(k) Administrator
Learning mode
Embark on an exciting exploration into the world of retirement planning with our exclusive webinar designed specifically for 401(k) administrators. Throughout this CPE course, we will delve deeply into the complexities of 403(b) and 457(b) plans, offering invaluable insights that will bolster your expertise and provide a comprehensive understanding of these unique retirement vehicles. We aim to equip you with strategies that optimize participant outcomes and position you as a frontrunner in this dynamic field.
The learning journey begins by uncovering the distinctive features and structures of 403(b) and 457(b) plans, providing an in-depth understanding of how these plans differ from the traditional 401(k) offerings. We'll explore the nuances that make these plans powerful tools in the retirement savings landscape, empowering you to leverage their unique advantages for enhanced participant benefits.
Navigating the regulatory landscape governing 403(b) and 457(b) plans can often be daunting. Our webinar aims to demystify this terrain by delving into compliance requirements, recent updates, and best practices. By gaining a comprehensive understanding of the evolving legal framework, you'll be well-equipped to ensure seamless plan administration.
This Finance CPE Webinar will also dive into advanced investment strategies meticulously tailored to suit the unique characteristics of 403(b) and 457(b) plans. You'll learn to navigate these plans' intricacies strategically, optimizing investment options and aligning portfolios with long-term retirement goals to enhance participant outcomes significantly.
Major Topics Covered:
Lastly, discover innovative approaches to participant education and engagement within the realm of 403(b) and 457(b) plans. Equipping yourself with tools to empower participants in making informed decisions will foster better retirement readiness and overall financial wellness. This online course by Drew Stevens promises to be a transformative experience, providing essential knowledge and skills to elevate your role as a proficient 401(k) administrator.
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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Dr. Drew Stevens founder of Wisdom to Wealth, works with individuals that grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. He specializes in coordinating Social Security and retirement income benefits. Drew holds the industry's most prestigious designation: NSSA© - National Social Security Advisor.
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
MM
Drew does a great job explaining terms and rules is concise,easy to understand. Highly recommend this course. One thing to be weary of is that two of the answers on the quiz are either wrong … although none of the alternative answers are correct. I highly doubt Drew prepared the questions. This isn’t the first quiz that contained wrong answers! The QC on My CPE leaves a lot to be desired.
SH
Good concise class....overview of 401(k), 403(b), 457(b) plans. Great handout materials summarizing.
Dec 16, 10:00 AM ET
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Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
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