CPE webinar on Using Pension Plans To Attract And Retain Employees

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Using Pension Plans to Attract and Retain Employees – USA and Canada

Learning Objectives

To describe pension plan basics and trends in the industry.
To explain the two main types of pension plans, their features.
To evaluate the advantages and disadvantages, to employers and employees, of having a pension plan.
To describe the many safeguards that are in place to protect a pension plan.
To discuss information required by clients looking for pension planning.

Course Description

This online CPE webinar for CPAs will cut through the jargon to help you understand the current pension world as it exists in the United States and Canada. It also addresses the concerns that today’s employees have, such as the safety of the money in a company pension plan and the safety of government retirement systems.

Even though fewer than one-third of people in the U.S, and Canada have a pension from their place of work, to many of your clients, retirement planning means only one thing: a monthly pension cheque from an employer for the rest of their life. Yet despite the importance that many people place on an employer-sponsored pension plan, this area of personal finance remains obscure to many people.

As a professional, you have an important role to play in helping your clients, both employers and employees, become more knowledgeable about this key component of retirement savings.

Key topics covered in this CPA retirement planning webinar:

Types of pension plans
Advantages and disadvantages of pension plans for employers and employees
Describe what happens if an employee leaves a pension plan before retirement;
Explain the characteristics of the defined benefit (DB) pension plan;
Explain the characteristics of the defined contribution (DC) plan; and
Know the questions that clients will typically ask about their plans.

Recommended for:

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

Webinar Qualifies For

1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
1.5 General Credit for Accountant/Bookkeeper/Tax Professionals
1 CE Credit of Taxes for Enrolled Agents (EA) (Approval No. GEHNZ-T-00449-21-O)
1 CE Credit of Taxes for Annual Filing Season Program (AFSP)
1.5 CPD Credit for CPA in Canada
1 CE Credit of Taxes for Tax Professionals (Approval No. GEHNZ-T-00449-21-O)
1 PDC Credit of Business Acumen for SHRM Professionals (Approval No. 21-4PQEV)
1 CE Credit of Federal Tax Related Matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0450)
1.5 CE Credit for Certified Wealth Strategist (CWS)
1.5 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)

About Instructor

James Helik

Consultant, Benefits and Pensions Monitor

Jim Helik is a contributing editor at Benefits and Pensions Monitor, a magazine for pension plans and institutional investors, a position he has held for over 25 years. Previously he was the first full-time editor of a quarterly, peer-reviewed journal covering financial and economic markets, and the associated demographics and public policy issues for institutional investors across North America. He was also the founding editor of International Derivatives magazine. He has written, edited, and delivered via distance education, test banks, instructor notes, case studies and other teaching materials for the Canadian Securities Institute on a full range of topics such as portfolio management, private equity, financial planning, derivatives, technical analysis and investment management techniques. He currently teaches at Yorkville University in Toronto, Canada.

Additional Information

Duration

1.5 Hours

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

NASBA APPROVED

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: www.NASBARegistry.org.

Ratings and Review

4.4

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Terrible

Annel Henderson, CPA (US)

Poll questions were ahead of the course material

Michael Ricozzi, CPA (US)

Good course.....wish there were more pension plans in US outside of government, teaching, first responders, etc.

Sallie Craig, CPA (US)

Very helpful and interesting.

1.5 Credits

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Subject Area

Taxes

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Using Pension Plans to Attract and Retain Employees – USA and Canada

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

James Helik

Other Details

Additional Information

1.5 Hours

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.4

Annel Henderson, CPA (US)

Michael Ricozzi, CPA (US)

Sallie Craig, CPA (US)

Subject Area

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