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Safe Harbor Success: Navigating the Future of Retirement Savings with Confidence 1 Credit

Safe Harbor Success: Navigating the Future of Retirement Savings with Confidence 1 Credit

  • Rating

    4.7

  • Reviewed on

    February, 2025

  • Subject Area

    Finance

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate

Learning Objectives

  • To discuss the foundational principles of Safe Harbor Plans, understanding their structure, benefits, and how they differ from traditional retirement plans. 
  • To know how to gain the confidence to choose the right Safe Harbor design for your organization.
  • To explore compliance requirements and best practices to ensure your Safe Harbor Plan sails smoothly through the complex waters of ERISA and IRS regulations.
  • To unlock the potential for contribution flexibility within Safe Harbor Plans. 
  • To review the strategies to optimize employer contributions, accommodate diverse employee needs, and strike the right balance between compliance and customization.
  • To explore innovative approaches to educate and engage employees in the Safe Harbor Plan. 
  • To discover communication strategies that resonate with diverse workforce demographics, fostering greater understanding and appreciation for the benefits of Safe Harbor participation.

Course Overview

Embark on a webinar tailored for professionals, benefits administrators, and retirement plan sponsors, designed to demystify Safe Harbor Plans. Uncover compliance secrets, leverage contribution flexibility, and revolutionize your retirement planning approach in a concise and captivating exploration.

In this CPE Finance webinar, our distinguished panel of experts will delve into key learning objectives to empower participants with the knowledge and confidence needed to navigate the Safe Harbor landscape effectively. We'll explore foundational principles, elucidate the distinctions from traditional retirement plans, and equip you with the insights to choose the right Safe Harbor design for your organization. 

Furthermore, we'll unlock the potential for contribution flexibility within Safe Harbor Plans, providing strategies to optimize employer contributions while accommodating diverse employee needs. Learn how to strike the delicate balance between compliance and customization, ensuring your plan aligns seamlessly with your organizational objectives. Additionally, our webinar will spotlight innovative approaches to educate and engage employees within the Safe Harbor Plan, with a focus on communication strategies that resonate across diverse demographics. 

Major Topics Covered:

  • The retirement landscape
  • Building confidence in retirement savings
  • Journey to safe harbor success
  • Impact of market volatility 
  • Resources for safe harbor success

Come along with us as we lead you through unfamiliar territory and get you ready to sail into a future filled with financial stability, regulatory relief, and Safe Harbor success!

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 332277) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Retirement Planning for CIPM 1 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 332277) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Retirement Planning for CIPM 1 PL Eligible

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

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.

Dive into the world of CPA CPE Courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!

About Instructor

Earn Your Accounting CPE Credits with Drew Stevens

Drew Stevens

CEO and Leadership Change Expert, Stevens Performance

  • 4.5
  • rating
  • rating
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Over 38 years of Financial and Sales/Marketing expertise with investments, insurance, annuities, financial planning, analysis, and educating struggling clients to eliminate debt, increase liquidity, and maximize savings for retirement planning.

On Demand FAQs

What is Self Study (QAS)?

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.

How do I earn CPE credits through self-study?

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.

Are the self-study courses approved by NASBA and other regulatory bodies?

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.

What are the requirements to maintain compliance with self-study courses?

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.

How can I access my course completion certificates?

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.

How are credits reported to governing bodies?

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.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

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.

How do I earn credits through live webinars?

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.

Are the live webinars approved by NASBA and other regulatory bodies?

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.

What are the requirements to maintain compliance with live webinar courses?

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.

How can I access my webinar completion certificates?

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.

How are credits reported to governing bodies?

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.

Reviews and Ratings

out of 5

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EM

Edward Marshall, CFA/CPA/CFP/Registered Investment Advisor

5

Drew Stevens is a great presenter, the handouts were very well done and helpful.

KM

Karen Manansala, CPA (US)

5

I would recommend this course. The course was informative and useful.

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