Fundamentals of Defined Benefit Plans

Webinar Qualifies For

• 2 CPE Credit of Finance for Certified Public Accountants (CPA-US)
• 2 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
• 2 CPD Credit of Retirement and Financial Independence Planning for Personal Financial Specialist (PFS)
• 2 PL Credit of Finance for Chartered Financial Analyst (CFA)
• 2 CE Credit of Financial Planning for Chartered Financial Consultant (ChFC)
• 2 CE Credit of Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA)
• 2 CPD Credit for Trust and Estate Practitioners (TEP)
• 2 CE Credit of Long-Term Investments for Certified Treasury Professional (CTP)
• 2 CE Credit of Financial Planning for Certified Wealth Strategist (CWS)
• 2 CE Credit of Financial Planning for Retirement Income Certified Professional (RICP)
• 2 CE Credit of Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS)
• 2 CE Credit of Financial Planning for Financial Services Certified Professional (FSCP)
• 2 CE Credit of Financial Planning for Wealth Management Certified Professional (WMCP)
• 2 CE Credit of Financial Planning for Chartered Advisor in Senior Living (CASL)
• 2 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
• 2 PL Credit of Retirement Planning for CIPM
• 2 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
• 2 CPE Credit of Non-Core for Enrolled Actuaries
• 2 CE Credit of Financial Planning for Chartered Special Needs Consultant (ChSNC)
• 2 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Steve Abramson, CPC, CLU, ChFC

President, APS Pension and Financial

Stephen Abramson is the President and founding partner of APS Pension & Financial Services established in 1977, a mid-size consulting and actuarial firm employing twenty-two professional and support staff specializing in pension and pension-related services.  For over 40 years, APS has been providing closely held businesses with financial services including pension design and administration, business succession planning, and wealth preservation planning. In 2015 APS Investment Management was established to provide fiduciary services to 401(k) and 403(b) plans and in 2018 APS Wealth Management, a Registered Investment Advisor (RIA), was established to provide investment management services to individual clients and retirement plans replacing his previous relationship with a Broker/Dealer.  Steve has taught professional level education programs for the American Society of Pension Actuaries; lectured to various professional groups, including the National Conference of CPA Practitioners, The NYS Society of CPAs, Nassau Bar Association, the C.W. Post Tax Institute, and the National Institute of Pension Administrators; and conducted continuing education seminars for Certified Public Accountants for the past 35 years. He is co-author of Plan Smart, Retire Rich published by McGraw Hill in 1998; author of Advisor’s Guide to Qualified Plans originally published by Aspen Publishing in March, 2002 and recently in the process of being updated with the 8th edition, and Retirement Financial Management for Clients Approaching Retirement published by Aspen Publishing in August, 2002.  A less technical version of Advisor’s Guide to Qualified Plans entitled Guide to Qualified Retirement Plans: A Plain Language Primer was published by the International Association of Employee Benefits in March 2005.  The second edition of this book was released in 2008.

Steve graduated from Cornell University in 1964, earned the designation of Chartered Life Underwriter in 1967 from the American College, Certified Pension Consultant in 1970 from the American Society of Pension Professionals and Actuaries and Chartered Financial Consultant from the American College in 1972.

Additional Information

IRS APPROVED

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 maintenance 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.

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.