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
  • TEP
  • CTEC
  • CSA
  • ERPA
Retirement Plan Updates & Opportunities

2 Credits


Subject Area


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 PL credit for Chartered Financial Analyst (CFAs)

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

2 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)

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

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

2 CE credit of Retirement Savings and Income Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 292389)

2 CE credit for Certified Senior Advisor (CSA)

2 CE credit of Qualified Retirement Plan for ERPAs (Approval No. 00662-21-O)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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

Click Here

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 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 cases, it evolves over time. This Online CPE/CE Webinar takes a long-term approach to 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 a remarkably valuable addition that covers a wide range of requirements of the population. Detailed description and included calculations make the CPE webinar more relevant for the simplicity of understanding and comparison.

This Online CPE webinar covers the 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

Click here to access CPE courses on Trust, Estate, and Financial Planning.

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?

  • Accountant
  • California Registered Tax Professional
  • CEO
  • Certified Fraud Examiner
  • Certified Senior Advisor
  • Cloud Firms
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Finance Pros
  • Financial Planner
  • Finanical Analyst
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Personal Financial Specialist (PFS)
  • Private Wealth Advisor
  • Tax Attorney
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros
  • Trust & Estate Tax Professional
  • Wealth Management Advisor
  • Wealth Planner
  • Young CPA





good course!


was very useful in my job


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


Learned things I did not know