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

Retirement Plan Governance Best Practices: Overview

  • AFSP
  • CPA (US)
  • CFA
  • EA
  • HRCI
  • Tax Preparer
  • SHRM
  • CTEC
  • CSA
  • ERPA
Retirement Plan Governance Best Practices: Overview

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 RCH credit for HRCI Certified Professionals (Approval No. 563031)

1 PL credit for Chartered Financial Analyst (CFAs)

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 the 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. 

Who would be interested: 

  • 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?

  • Accountant
  • Assistant Controllers
  • Business Owner
  • California Registered Tax Professional
  • Certified Senior Advisor
  • CFO/Controller
  • Compliance Officers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Pros
  • Finanical Analyst
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA

Testimonial

4.5

(251)
58%
35%
7%
0%
0%

PK

Great webinar!

AB

Excellent

MZ

great webinar

RS

Very effective presentation which flowed in an easily followed progression.

AJ

This was totally new to me. I have gained knowledge Retirement plan governance. Thank you My CPE

EA

Great