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

  • Accountant
  • CPA (CA)
  • CPA (US)
  • CVA
  • CFA
  • HRCI
  • CPA/PFS
  • SHRM
  • TEP
  • ChFC
  • CSA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CBA/MCBA
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

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.

This online CPE Finance webinar covers the following key topics:

  • 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.

Learning Objectives

  • To describe pension plan basics and trends in the industry.
  • To explain the two main types of pension plans and 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.

Recommended For

  • This CPE course is recommended for CPAs, PFS, CFAs, and Other Financial Planning Professionals helping clients with retirement planning.
  • This online PDC course is recommended for HR Professionals handling pension plan issues within their organization.

Who Should Attend?

  • Accountant
  • Assistant Controllers
  • Business Owner
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Chartered Professional Accountant
  • Compliance Officers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Financial Planner
  • Finanical Analyst
  • HR Professionals
  • Human Resources Manager
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1.5 PDC Credit of Business Acumen for SHRM Professionals (Approval No. 22-YQF7P)
  • 1.5 CPD Credit of Finance for Chartered Professional Accountant (CPA Canada)
  • 1.5 PL Credit of Finance for Chartered Financial Analyst (CFA)
  • 1.5 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1.5 RCH Credit of HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 583599)
  • 1.5 CPE Credit of Finance for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 1.5 CPE Credit of Pensions for Chartered Financial Consultant (ChFC)
  • 1.5 CPE Credit of Pensions for Financial Services Certified Professional (FSCP)
  • 1.5 CPE Credit of Pensions for Chartered Advisor in Senior Living (CASL)
  • 1.5 CPE Credit of Pensions for Chartered Special Needs Consultant (ChSNC)
  • 1.5 CPE Credit of Pensions for Retirement Income Certified Professional (RICP)
  • 1.5 CPE Credit of Pensions for Wealth Management Certified Professional (WMCP)
  • 1.5 PL Credit of Finance for Certificate In Investment Performance Measurement (CIPM)
  • 1.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1.5 CE Credit for Certified Wealth Strategist (CWS)
  • 1.5 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
  • 1.5 CPE Credit of Finance for Certified Valuation Analyst (CVA)
  • 1.5 CPD Credit for Trust and Estate Practitioners (TEP)
  • 1.5 CE Credit of Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA)
  • 1.5 CPD Credit for Personal Financial Specialist (PFS)

Additional details

  • Course Level :
    Basic
  • Credits :
    1.5
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

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.

Presenter

About Presenter

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.

About Company

Benefits and Pensions Monitor

bpmmagazine.com/

Benefits and Pensions Monitor magazine was created in 1991 to serve Canada's Plan Sponsors in the areas of pension fund investment and employee benefits management. Our editorial content as well as market coverage are key to our magazine's success. MONITOR is closely involved with industry associations and industry experts to help us craft the magazine as a continuing source of industry information. The primary focus for the circulation development of Benefits and Pensions Monitor is the 100+ employee level, which many industry professionals consider as Canada's Primary Market for employee benefit plans and pension fund investment. With over 90% of MONITOR's circulation directed to this area, Companies are able to target thier promotional efforts where they can achieve the most success in building their business.

Faq

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 : https://zoom.us/download
  • 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

4.3

8 Ratings

Excellent

3

Very Good

4

Average

1

Poor

0

Terrible

0

MR

Michael Ricozzi, CPA (US)

Mar 25th, 2022

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

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

PREMIUM

1.5 Credits

Subject Area

Finance

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