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

Retirement Plan Updates & Opportunities

4.5 (290)

Charles Rosenberg

Intac Actuarial Services, Inc.

Monday, May 17, 2021 | 01:30 PM EDT

  • CPA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
  • CFE

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 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 for Certified Senior Advisor (CSA)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

everything you need to know about partnerships

(2)

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

basis calculations & distributions for pass-thru entity owners schedule k-1 analysis (latest)

(7)

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

sox internal controls for inventory

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

basic concepts of fixed asset accounting

(1)

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

quickbooks for desktop pc exploring the interface - for beginners

(1)

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

yellow book boot camp – introduction to nfp and governmental accounting & auditing

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

excel accountant: intro to spreadsheets in-depth

(1)

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

2020 t2 - step-by-step guide preparing t2 return in profile

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

workplace culture

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

employment law – what will get you sued in 2021

(67)

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

ethics irs circular 230 - controversy side of circular 230

(47)

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

s-corp preparation, basis calculations & distributions – form 1120s schedule k & k-1 analysis

(4)

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

agile auditing

(3)

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

itemized deduction updates - with examples & case studies (basic overview)

(222)

Jul 26, 2021 | 11:30 AM EDT View Details

excel’s data validation tools - keep out bad data from the start

(2)

Jul 26, 2021 | 11:30 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

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(
    [no_of_record] => 290
    [average] => 4.4517
)
 

4.5

(290)
56%
34%
8%
1%
0%

MP

Great topics, learned a lot.

JP

Good.

KS

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

JT

Loved it

MG

Very insightful

NF

I enjoyed he webinar.