Retirement Plan Updates & Opportunities

  • Accountant
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
  • HRCI
  • ORTP
  • SHRM
  • TEP
  • ChFC
  • CSA
  • MRTP
  • ERPA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

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 tax 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.

Recommended For

  • This IRS-Approved CE course is recommended for CPAs, EAs, AFSPs, ERPAs, and Other Tax Professionals engaged in advising clients on retirement planning.
  • This CPE course is valuable for CFAs, CSAs, TEPs, PFS, CFPs, and Other Finance Professionals involved in retirement planning for their clients.
  • This CPE webinar is recommended for FSCP®, ChFC®, CASL®, ChSNC®, RICP®, WMCP®, and other Professionals involved in retirement planning for their clients.

    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

    Course Qualification

    Webinar Qualifies For

    • 2 CPD Credit for Trust and Estate Practitioners (TEP)
    • 2 PDC Credit for SHRM Professionals (Approval No. 22-ZSFTN)
    • 2 CPE Credit for Retirement Income Certified Professional (RICP)
    • 2 CPE Credit for Financial Services Certified Professional (FSCP)
    • 2 CE Credit of Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (Approval No. GEHNZ-Q-00662-21-O)
    • 2 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00332-20-O)
    • 2 CPE Credit for Chartered Special Needs Consultant (ChSNC)
    • 2 CPE Credit for Chartered Financial Consultant (ChFC)
    • 2 PL Credit for Chartered Financial Analyst (CFA)
    • 2 CPE Credit for Chartered Advisor in Senior Living (CASL)
    • 2 CE Credit for Certified Senior Advisor (CSA)
    • 2 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
    • 2 CPE Credit for Wealth Management Certified Professional (WMCP)
    • 2 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0726)
    • 2 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00332-20-O)
    • 2 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00332-20-O)
    • 2 RCH Credit for Human Resource Certification Institute (HRCI) (Approval No. 583577)
    • 2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
    • 2 CE Credit for Certified Wealth Strategist (CWS)
    • 2 General Credit for Accountant/Bookeeper
    • 2 CE Credit for Annual Filing Season Program (AFSP)
    • 2 PL Credit for Certificate In Investment Performance Measurement (CIPM)
    • 2 CPD Credit for Personal Financial Specialist (PFS)

    Additional details

    • Course Level :
    • Credits :
    • Instructional Method :
      Group Internet Based
    • Pre-requisites :
    • Advance Preparation :


    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.


    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:


    MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

    MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at


    About Presenter

    Charles Rosenberg

    Vice President, Intac Actuarial Services, Inc.

    Charles Rosenberg is one of New Jersey’s foremost retirement planning experts, drawing upon his 25 years of industry experience to provide trusted counsel to clients and skilled leadership to INTAC Actuarial Services’ highly trained advisors. Under his leadership, INTAC has grown to service more than 3,000 clients, and has been consistently ranked New Jersey’s #1 401(k)/Defined Contribution Provider and Best Places to Work by NJBIZ®.

    His career began at family-operated INTAC in 1994 as a pension consultant, gaining hands-on experience in plan design and client service excellence.  Today, as INTAC’s managing partner, he spearheads the firm’s pension sales and marketing programs with an emphasis on delivering a high-touch, personalized customer experience. He proactively consults with clients and advisors on all forms of Defined Contribution and Defined Benefit Plans throughout the planning process, ensuring that each INTAC client has a top-notch quality plan that meets their unique needs.

    Charles is a Certified Retirement Counselor and Administrator (CRC, CRA), and has attained the designation of an Accredited Investment Fiduciary (AIF).  As an expert in retirement plan design, he is frequently called upon to lecture and lead industry forums on Qualified Retirement Plan topics for accountants and financial advisors. Publications including and local area newspapers The Bergen Record and The Star Ledger have quoted him as a subject matter expert.

    Active within industry organizations, Charles serves as a volunteer committee member with various groups, such as NIPA. He also sits on the TPA Advisory Boards for Nationwide, VOYA and Transamerica, and is an avid supporter of local community and charitable organizations.

    Prior to joining INTAC, he was Vice President of Finance at Oxford Medical. Charles holds a Bachelor of Science in Accounting from Touro College in New York City. 

    About Company

    Intac Actuarial Services, Inc.

    Intac Actuarial Services has been providing complete administration and consulting to employer-sponsored retirement plans since 1977. INTAC’s professional staff of experienced and innovative plan administrators designs, creates and continually refines a wide range of qualified retirement plans. We are committed to meeting our clients’ needs by providing these services in a timely, accurate and cost-effective manner.


    FAQs content

    • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
    • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
    • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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    • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
    • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link :
    • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
    • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
    • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
    • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

    Ratings and Review


    532 Ratings



    Very Good









    Searkseung Oh, EA

    Aug 24th, 2021

    Great presentation. It is very informative and knowledgeable. It covers all aspects of retirement plan. Especially, interactive questions and answers are so good. Thank you


    Karl Svazas, CPA (US)

    Apr 20th, 2021

    Very interesting information and a lot I did not know about retirement plans and options for owners to benefit


    David Innes, CPA (US)

    Dec 23rd, 2020

    Very nicely done. Charles presented the options and a good overview to enhance planning for clients.


    Jeffrey Beardsley, EA

    Aug 25th, 2021

    Presentation was a little disjointed at times. But still good information.


    Michelle Zimmerman, CPA (US)

    Aug 26th, 2021

    a really fascinating topic. Presenters were experts in this information

    Retirement Plan Updates & Opportunities


    2 Credits

    Subject Area


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