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

Retirement Plan Updates & Opportunities

  • CFP
  • CPA (US)
  • CFA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
  • ERPA
Retirement Plan Updates & Opportunities

2 Credits

FREE

Subject Area

Taxes

Webinar Qualifies For

2 CPE credit of Taxes for all CPAs

2 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00332-20-O)

2 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0336)

2 CPE credit for Certified Fraud Examiners (CFEs)

2 CPD credit (Verifiable) of Retirement and Financial Independence Planning for PFSs

2 CE credit for Certified Senior Advisor (CSA)

2 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00332-20-O)

2 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00332-20-O)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

QBO Complete Comprehensive Overview - Latest

(23)

Oct 26, 2021 | 09:00 AM EDT View Details

Understanding, Detecting & Preventing Cash, Credit Card, Inventory and Payroll Fraud

(6)

Oct 26, 2021 | 09:00 AM EDT View Details

Qualified Business Income (QBI) Deduction (IRC §199A) Detailed Study, Analysis,Calculations,Case Studies, Ins & Outs (Latest)

(28)

Oct 26, 2021 | 09:00 AM EDT View Details

Raising Money for Your Non-profit Organization

Oct 26, 2021 | 09:00 AM EDT View Details

Dealing With IRS Collections Division (Part II)

(253)

Oct 26, 2021 | 09:30 AM EDT View Details

The Principles of Ethical Leadership

(10)

Oct 26, 2021 | 09:30 AM EDT View Details

Best Tax Return Workshop - Partnerships & LLCS (Form 1065) Latest

(98)

Oct 26, 2021 | 10:00 AM EDT View Details

Quickbooks for Desktop PC Exploring the Interface - For Beginners

(15)

Oct 26, 2021 | 10:00 AM EDT View Details

Excel Accountant: Intro to Spreadsheets In-Depth

(6)

Oct 26, 2021 | 10:00 AM EDT View Details

IRA Contributions 2020 and 2021

(314)

Oct 26, 2021 | 10:00 AM EDT View Details

How Non-profit Endowment Funds Work: Donor Interest, Organizational Policies and Trends

(61)

Oct 26, 2021 | 10:00 AM EDT View Details

Accounting & Tax Implications of Accounting Changes & Errors

(2)

Oct 26, 2021 | 10:30 AM EDT View Details

The Number 1 Tax Strategy for the Small Business Owner: Setting up an S Corporation step by step.

(15)

Oct 26, 2021 | 10:30 AM EDT View Details

Corporate Accounting & Auditing Best Practices

(32)

Oct 26, 2021 | 11:00 AM EDT View Details

Segregation of duties, Documentation and other essentials for Management of Internal Controls

(8)

Oct 26, 2021 | 11:00 AM EDT View Details

Course Description

Planning for retirement starts with thinking about your retirement goals and how long you have to meet them. To have a comfortable, secure—and fun—retirement, you need to build the financial cushion that will fund it all. The key part of the same is to build a strong planning to reach there. 

Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets and risk. Future cash flows are estimated to determine if the retirement income goal will be achieved. 

However, retirement planning is a multi-step process and in most of the cases it evolves over time. This Online Webinar takes a long term approach for the retirement plan that starts with ERISA. It also includes the change in careers over the long period of time that a professional may take. This is remarkably value addition that covers a wide range of requirements of population. Detailed description and included calculations make the webinar more relevant for the simplicity of understanding and comparison.

This Online CPE Webinar covers following Key Topics:

  • Requirements of Plan Fiduciaries and potential liabilities
  • Different Allocation Methods for Profit Sharing Plans
  • 401(k) Safe Harbor Match versus Non-Elective Contributions
  • 1 or 2 Person Defined Benefit/Defined Contribution Combo Plans
  • Cash Balance Combination Plans

Learning Objectives

  • To identify the requirements of Qualified Plan Fiduciaries
  • To recall how best to prepare for a DOL audit
  • To explore different Qualified Retirement Plan types
  • To recognize and compare the differences of each Qualified Retirement Plan type.
  • To assess, evaluate and determine the best Qualified Retirement Plan for a business or business owner.

Who Should Attend?

  • CEO
  • Certified Fraud Examiner
  • Certified Senior Advisor
  • Cloud Firms
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Personal Financial Specialist (PFS)
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros
  • Young CPA

Testimonial

4.5

(495)
58%
33%
8%
1%
0%

AB

good course!

TK

was very useful in my job

LE

myCPE is a great resource to learn and earn CE credit.

KN

Learned things I did not know

OK

N/A

ADLR

Great