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

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

  • AFSP
  • CPA (CA)
  • CPA (US)
  • CFA
  • EA
  • HRCI
  • Tax Preparer
  • CPA/PFS
  • SHRM
  • CTEC
Using Pension Plans to Attract and Retain Employees – USA and Canada

1.5 Credits

$15

Subject Area

Taxes

Webinar Qualifies For

1.5 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00449-21-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0450)

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1.5 PDC credit for SHRM Certified Professionals (Approval No. 21-4PQEV)

1.5 CPD credit (Verifiable) for Canadian CPAs

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00449-21-O)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00449-21-O)

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

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

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.

Who Should Attend?

  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA

Testimonial

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