"Dealing With Danger: The Economy & Capital Markets are Laden With Threats"

Welcome to myCPE

Learning Objectives

To analyze PEPs and PPPs.
To recognize the importance of the QDIA for employee morale and business viability.
To discuss the three QDIAs.
To distinguish between safe and risky QDIAs.
To analyze how to protect portfolio guard against inflation recession.
To discuss the investment of baby boomers.

Course Description

Despite Wall Street's efforts to gaslight investors into believing that markets are set for a glorious future, the reality is that bubbles have inflated beyond belief that will burst with awe and shock. 78 million baby boomers will be simultaneously and irreparably harmed because most are currently in the Risk Zone spanning the 5-10 years before and after retirement. Recovery will be slow and painful.

Pooled Employers Plans (PEPs) were born out of Congressional efforts to make employer-sponsored retirement plans available to more workers to help solve the retirement savings crisis.

The SECURE and CARES ACT, signed into law at the end of 2019, essentially created PEPs to address/solve a pair of longstanding issues that kept Multiple Employer Plans from achieving widespread adoption: the “one bad apple” rule and “common nexus” requirement.

A PEP allows business owners and employers to come together under a one-third party (the plan’s Pooled Plan Provider (PPP)) to offer a tax-advantaged retirement savings vehicle, all while delegating most of the day-to-day plan maintenance and fiduciary liabilities to the PPP.

There are approximately 50 PPPs from which to choose so it’s complicated, but the most important differentiator narrows the search considerably. The best PEP has the safest Qualified Default Investment Alternative (QDIA). A safe QDIA is not the most popular because the most popular QDIAs are risky. A PEP with a safe QDIA is an asset. A PEP with a risky QDIA could become a liability.

In this CPE webinar, Speaker Ronald Surz will help you to deal with the dangers and threats of the economy & capital markets.

Webinar Qualifies For

1.5 CPE Credit of Economics for Certified Public Accountants (CPA-US)
1.5 General Credit for Accountant/Bookkeeper/Tax Professionals
1.5 CPE Credit for Certified Management Accountants (CMA)
1.5 CPE Credit for Certified Valuation Analyst (CVA)
1.5 CPD Credit for Accredited in Business Valuation (ABV)
1.5 PL Credit for Chartered Financial Analyst (CFA)
1.5 CE Credit for Chartered Financial Consultant (ChFC)
1.5 CPE Credit for Certified Government Financial Manager (CGFM)
1.5 CE Credit for Certified Wealth Strategist (CWS)
1.5 CE Credit for Retirement Income Certified Professional (RICP)
1.5 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)
1.5 CE Credit for Financial Services Certified Professional (FSCP)
1.5 CE Credit for Wealth Management Certified Professional (WMCP)
1.5 CPE Credit for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
1.5 CE Credit for Certified FP&A Professional (FP&A)
1.5 CE Credit for Chartered Advisor in Senior Living (CASL)
1.5 PL Credit for CIPM
1.5 CE Credit for Chartered Special Needs Consultant (ChSNC)

About Instructor

Ronald Surz

President, Target Date Solutions

Ronald J. Surz is president of PPCA Inc. and its division, Target Date Solutions. He is a pension consulting veteran, having started with A.G. Becker in the 1970's. Ron earned an MBA in Finance at the University of Chicago and an MS in Applied Mathematics at the University of Illinois.

He has published regularly in such publications as The Journal of Wealth Management, The Journal of Investing, Journal of Portfolio Management, Pensions & Investments, Senior Consultant, HorsesMouth and the IMCA® Monitor, as well as contributed to and edited several books. Ron's most recent book is Fiduciary Handbook for Understanding and Selecting Target Date Funds: It's All About the Beneficiaries. Ron has served as a member of the following boards and councils:

City of San Clemente Finance Committee
Investor/Consultant Subcommittee of the Global Investment Performance Standards (GIPS) Executive Committee, established by the CFA Institute
Investment Management Consultants Association® (IMCA®) Board of Directors
IMCA® Monitor (newsletter) Editorial Board
IMCA® Standards of Practice Board Chair
Cainsoft Advisory Board
FinanceWare.com Advisory Board
Association for Investment Management & Research (AIMR) After-Tax Subcommittee
Risk-Controlled Growth (RCG) fund-of-hedge-funds Investment Committee
Sortino Investment Advisors Advisory Board
Capital Market Consultants Advisory Board
President of the Southern California Chapter of IMCA®
Rockwater Hedge LLC Advisory Board

Additional Information

Duration

1.5 Hours

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

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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 through its website: www.NASBARegistry.org.

Ratings and Review

4.5

Excellent

Very Good

Average

Poor

Terrible

David Baker, CPA (US)

Eye opening experience to see the cause and effects of money supply decisions on inflation , asset values, and interest rates.

Robert Frye, CPA (US)

A very current subject, an incredible speaker, the most useful CPE I've ever attended for personal use. Thank you.

Stephanie Richardson, CPA (US)

Very good webinar. Very interesting and applicable to the current economy.

Kari Faherty, CPA (US)

Ron always provides insightful and interesting content.

Elizabeth Vorce, Certified Public Accountant (CPA)

Very informative and timely given today's economy.

1.5 Credits

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Subject Area

Economics

Completed

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"Dealing With Danger: The Economy & Capital Markets are Laden With Threats"

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Ronald Surz

Other Details

Additional Information

1.5 Hours

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.5

David Baker, CPA (US)

Robert Frye, CPA (US)

Stephanie Richardson, CPA (US)

Kari Faherty, CPA (US)

Elizabeth Vorce, Certified Public Accountant (CPA)

Subject Area

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