Overview
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Supply shortages are causing demand - Pull inflation
4 mins
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Printing money - Modern monetary theory
11 mins
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Regardless of who is right
28 mins
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A worrisome start for 2022
53 mins
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Options-based protection: Betting against the markets
65 mins
Course Description
Despite Wall Street's efforts to gaslight investors into believing that markets are set for a glorious future, the reality is that bubbles have inflated beyond belief that will burst with awe and shock. 78 million baby boomers will be simultaneously and irreparably harmed because most are currently in the Risk Zone spanning the 5-10 years before and after retirement. Recovery will be slow and painful.
Pooled Employers Plans (PEPs) were born out of Congressional efforts to make employer-sponsored retirement plans available to more workers to help solve the retirement savings crisis.
The SECURE and CARES ACT, signed into law at the end of 2019, essentially created PEPs to address/solve a pair of longstanding issues that kept Multiple Employer Plans from achieving widespread adoption: the “one bad apple” rule and “common nexus” requirement.
A PEP allows business owners and employers to come together under a one-third party (the plan’s Pooled Plan Provider (PPP)) to offer a tax-advantaged retirement savings vehicle, all while delegating most of the day-to-day plan maintenance and fiduciary liabilities to the PPP.
There are approximately 50 PPPs from which to choose so it’s complicated, but the most important differentiator narrows the search considerably. The best PEP has the safest Qualified Default Investment Alternative (QDIA). A safe QDIA is not the most popular because the most popular QDIAs are risky. A PEP with a safe QDIA is an asset. A PEP with a risky QDIA could become a liability.
In this CPE webinar, Speaker Ronald Surz will help you to deal with the dangers and threats of the economy & capital markets.
Learning Objectives
- To analyze PEPs and PPPs.
- To recognize the importance of the QDIA for employee morale and business viability.
- To discuss the three QDIAs.
- To distinguish between safe and risky QDIAs.
- To analyze how to protect portfolio guard against inflation recession.
- To discuss the investment of baby boomers.
Recommended For
- This CE webinar is for CPA, CMA, PFS, MAFF, CVA, CBA/MCBA, CFE, CIPM, ABV, ChFC®, FSCP®, CASL, ChSNC, RICP, WMCP, business owners, financial planners, investment consultants, CEOs, CFOs and top management personnel who want to understand how to deal with dangers and threats of economy & capital markets.
Who Should Attend?
- Certified Management Accountant (CMA)
- Certified Public Accountant (CPA)
- Certified Valuation Analysts
- Chartered Financial Analyst
- CPA (Industry)
- CPA - Mid Size Firm
- CPA - Small Firm
- Finanical Analyst
- Young CPA
