CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

Retirement Plan Governance Best Practices: Overview

4.5 (127)

Kathleen Dulko, CPA (US), CPFA

Ashford Investment Advisors

Thursday, July 15, 2021 | 12:00 PM EDT

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • SHRM
  • CTEC
  • CSA
  • ERPA

1 Credit

FREE

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00451-21-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0451)

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1 PDC credit for SHRM Certified Professionals (Approval No. 21-N5FGF)

1 CE credit of Qualified Retirement Plan for ERPAs (Approval No. 00526-21)

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00451-21-O)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00451-21-O)

1 CE credit for Certified Senior Advisor (CSA)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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This Course is Also Available in Self Study (On-Demand)

Click Here

Course Description

The number one reason for lawsuits against employer-sponsored retirement plans is a breach of fiduciary responsibility. By focusing on plan governance, plan sponsors can implement a prudent process for carrying out their fiduciary responsibility, and improve the quality of the retirement plan they offer employees. 

This Online CPE Webinar for retirement planning covers following Key Topics:

  • An overview of retirement planning and what it entails
  • Governance issues faced during Retirement Plan governance
  • How to identify the gaps existing in your current governance plan
  • Best practices to be followed in governance planning and how to implement them. 

Recommended for: 

  • CPAs and Tax Professionals who want to provide guidance to their business clients in selecting the right retirement plan
  • Business and firm owners, CFOs, CEOs, Top Management Professionals in Industry

Learning Objectives

  • To discuss about retirement plan governance issues.
  • To identify existing gaps in plan governance.
  • To discuss method for implementing best practices in plan governance.

Who Should Attend?

  • Accounts Director
  • Business Owner
  • California Registered Tax Professional
  • CFO/Controller
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Trust & Estate Tax Professional
  • Young CPA

Testimonial

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(
    [no_of_record] => 127
    [average] => 4.4567
)
 

4.5

(127)
54%
38%
7%
1%
0%

RM

It was interesting. It went by quick and I learned a lot.

RV

VERY GOOD

CH

good

JT

Loved it

BW

Good quality

CK

Greatgreat