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

Congress is Reviewing Target Funds

  • CPA (US)
  • CVA
  • CFA
  • CPA/PFS
free Financial Planning CPE Webinar

1 Credit

FREE

Subject Area

Finance

Webinar Qualifies For

1 CPE credit of Finance for all CPAs

1 PL credit for Chartered Financial Analyst (CFAs)

1 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

1 CPD credit (Verifiable) for CPA/PFS

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Best Workshop on S Corporation (Form 1120S) Tax Return Review & Case Study (NEW)

(40)

Oct 21, 2021 | 09:00 AM EDT View Details

Stratgeic Planning Essentials for Nonprofit and Small Businesses

Oct 21, 2021 | 09:00 AM EDT View Details

IRS Representation Series - Circular 230 Ethics and Updates

(1)

Oct 21, 2021 | 09:00 AM EDT View Details

How To Accurately Prepare the 709 Gift Tax Return

(31)

Oct 21, 2021 | 09:30 AM EDT View Details

Demystifying the Magic of Deferred Taxes

(1)

Oct 21, 2021 | 09:30 AM EDT View Details

Understanding Cash Frauds

(5)

Oct 21, 2021 | 09:30 AM EDT View Details

Tax Strategies for Real Estate: Crucial Insights: Acquisition and Depreciation Strategies

(13)

Oct 21, 2021 | 09:30 AM EDT View Details

Mastering QBO For Accountants - Techniques,Tips & Tricks, Advance Learning

(12)

Oct 21, 2021 | 10:00 AM EDT View Details

Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

(43)

Oct 21, 2021 | 10:00 AM EDT View Details

AICPA Code of Conduct in the Real World

(667)

Oct 21, 2021 | 10:00 AM EDT View Details

Savvy Social Security Planning: All You Need to Know About Social Security Claiming Strategies

(566)

Oct 21, 2021 | 10:00 AM EDT View Details

Excel Accountant: Filtering Data

(7)

Oct 21, 2021 | 10:00 AM EDT View Details

Individual Tax Update (Latest)

(684)

Oct 21, 2021 | 10:00 AM EDT View Details

Basics of Nexus: Understanding State Tax Issues

(1)

Oct 21, 2021 | 10:30 AM EDT View Details

Influencing Skills

(65)

Oct 21, 2021 | 10:30 AM EDT View Details

Course Description

A target date fund (TDF) – also known as a lifecycle, dynamic-risk, or age-based fund – is a collective investment scheme, often a mutual fund or a collective trust fund, designed to provide a simple investment solution through a portfolio whose asset allocation mix becomes more conservative as the target date (usual retirement) approaches

On May 6, 2021, Senator Patty Murray, D-Wash., Chair of the Health, Education, Labor, and Pensions (HELP) Committee, and Rep. Robert C. “Bobby” Scott, D-Va.), Chair of the House Education and Labor Committee, sent a letter to Gene Dodaro, Comptroller the GAO. They seek answers to 10 questions dealing with concerns that some aspects of TDFs may place American retirement savers at risk.

They wrote:

“…we write to request the General Accountability Office (GAO) conduct a review of target-date funds (TDFs). The employer-provided retirement system must effectively serve its participants and retirees, and we are concerned certain aspects of TDFs may be placing them at risk.”

At $2.5 trillion and growing, TDFs are the biggest deal in defined contribution savings plans but despite their popularity, most are very risky even at the target date. TDFs for people retiring near 2010 lost 30% in 2008 and the next shock could be much worse.

Key topics covered in this online CPE webinar:

  • What are TDFs?
  • How are TDFs selected?
  • How did near-dated TDFs fare in the pandemic?

Click here to access CPE courses on Trust, Estate, and Financial Planning.

Learning Objectives

  • To discuss TDFs - what they do and why.
  • To advise clients on their selection of TDFs.
  • To use TDF design as a guide for managing or advising investors.
  • To discuss why risk disclosures, need to be improved and how to do it.

Who Should Attend?

  • Certified Public Accountant
  • Certified Valuation Analysts
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Finance Pros
  • Financial Planner
  • Finanical Analyst
  • Personal Financial Specialist (PFS)
  • Private Wealth Advisor
  • Wealth Management Advisor
  • Wealth Planner
  • Young CPA

Testimonial

4.4

(100)
57%
30%
11%
2%
0%

CB

Great course!

HS

Very interesting topic

SW

Definitely made me think about TDFs in a new light!

DP

Very good information and instructor was very knowledgeable.

RK

Enlightening class. Thank you.

RK

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