CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Advanced Plan Design Options

  • CMA
  • CPA (US)
  • CSA
Advanced Plan Design Options

2 Credits


Subject Area


Webinar Qualifies For

2 CPE credit of Finance for all CPAs

2 CPE credit for Certified Management Accountants (CMA)

2 CE credit for Certified Senior Advisor (CSA)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

An employee retirement program is essential and costly at the same time. It is one of the heftiest endeavors that an employer has to put money on. But such programs are one of the virtual channels towards employee engagement in your organization. The benefits you offer will make or break your employee's decision to work for you.

So, investing in such a program is vital, or you can say it will form an essential part of your organization's foundation. On the other hand, employers offering these plans typically benefit from tax breaks. Also, sponsoring benefits is seen as a way to recruit and retain valuable employees

This year, more than ever before, employers see investments in health and retirement as an integral part of workforce strategy, increasing from 36% in 2019 to 45% in 2020. This is spurred in part by the COVID-19 pandemic, shining a light on the connection between employee health and well-being and overall business performance.

When you choose a retirement plan for your firm, you want flexibility in plan design that addresses your needs as a plan sponsor, as well as the needs of your plan participants.

This program will address the various options for retirement plan design including eligibility variations, carve out plans, identifying the employer(s), in addition to other useful alternatives in plan design to satisfy the goal of the plan sponsor.

Major Topics covered in this online CPE webinar:

  • Eligibility and coverage rules
  • Compensation measuring period
  • Allocation to active/terminated employees
  • Two plan combinations 
  • Leveraged defined benefit plan 
  • Class allocation profit sharing plan
  • Top heavy provisions
  • Self-directed investments
  • Hardship distributions
  • In-service distributions
  • Life insurance in defined contribution plans
  • Life insurance in defined benefit plans

Attendees of this online continuing education course will learn what is behind the plan design options so they are able to suggest effective alternatives for their clients.  It will put them a step ahead of most advisors that may be familiar with the basics but not the intricacies of those basics.  

This CPE course will prove to be another tool in the toolbox!

Learning Objectives

  • To identify the employer
  • To determine common ownership and attribution rules
  • To identify the employees
  • To discuss two-plan combination
  • To discuss unknown responsibilities of the plan administrator
  • To discuss facts and circumstances for eligibility options

Who Should Attend?

  • Certified Management Accountant
  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Finance Pros
  • Personal Financial Specialist (PFS)
  • Young CPA





Glad to have the opportunity for this webinar!