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Retirement Plan Regulatory Updates

  • Accountant
  • AFSP
  • CRTP
  • CFP (US)
  • CPA (US)
  • CFA
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • ChFC
  • CSA
  • MRTP
  • ERPA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS

Published: August, 2022

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Order of Legislation
    7 mins
  • Bipartisan Budget act of 2018
    14 mins
  • Setting every community up for retirement enhancement act
    19 mins
  • Coronavirus Aid, Relief, and Economic security act
    34 mins
  • Updates to EPCRS - Revenue procedure
    41 mins

Course Description

The last couple of years have seen major legislative updates that affected retirement plans. The legislation has come at a fast pace, great number, and of a complex nature that could cause confusion and misunderstanding

In this online course, you will be provided with an overview of the basic legislation covering retirement plans including the Internal Revenue Code (IRC) and Employee Retirement Income Security Act (ERISA) and the agencies that enforce those provisions – the Internal Revenue Service (IRS) and the Department of Labor (DOL).

The IRS and DOL have recently provided updates about the agencies' programs, initiatives, and accomplishments that the course will cover. It will also cover the most recent legislative updates that have occurred and provide attendees with all the relevant details to understand their impact on retirement plans.

If you want to know about the most recent auditing standard SAS 136, Forming an Opinion and Reporting on Financial Statements of Employee Benefit Plans then the speaker Chris Ciminera, CPA, QKA will guide you with the topics through this CE/CPE Tax webinar.

Learning Objectives

1.            Overview of Legislative Requirements

a.            Internal Revenue Code – IRS

i.              Basic rules covering retirement plans

ii.             Overview of updates at IRS

iii.            Recently updated legislation applicable to retirement plans

1.            SECURE Act

2.            CARES Act

3.            EPCRS updates

b.            Employee Retirement Income Security Act – DOL

i.              Basic rules covering retirement plans

ii.             Overview of updates at DOL

iii.            Recently updated legislation applicable to retirement plans

2.            Changes in Audit Standards

a.            SAS 136 and its effects on retirement plan audits

Recommended For

  • This Online CPE webinar is recommended for AFSP, CRTP, CPA (US), EA, ORTP, MRTP, ChFC, FSCP, CASL, ChSNC, RICP, WMCP, and other tax professionals who want to understand retirement plan regulatory updates.

Who Should Attend?

  • California Registered Tax Professional
  • Certified Senior Advisor
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Firm
  • Tax Professionals
  • Tax Pros
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 General Credit for Accountant/Bookkeeper/Tax Professionals
  • 1 CE Credit of Federal Tax Law Update for Annual Filing Season Program (AFSP)
  • 1 CE Credit of Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0876)
  • 1 CE Credit of Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-00939-22-S)
  • 1 CE Credit of Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-00939-22-S)
  • 1 CE Credit of Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-00939-22-S)
  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 CPE Credit of Taxes for Chartered Financial Consultant (ChFC)
  • 1 CPE Credit of Taxes for Financial Services Certified Professional (FSCP)
  • 1 CPE Credit of Taxes for Chartered Advisor in Senior Living (CASL)
  • 1 CPE Credit of Taxes for Chartered Special Needs Consultant (ChSNC)
  • 1 PL Credit for Chartered Financial Analyst (CFA)
  • 1 CPD Credit of Retirement and Financial Independence Planning for Personal Financial Specialist (PFS)
  • 1 CPD Credit for Trust and Estate Practitioners (TEP)
  • 1 CE Credit of Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA)
  • 1 CE Credit of Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (Approval No. GEHNZ-Q-01059-22-O)
  • 1 CPE Credit of Taxes for Retirement Income Certified Professional (RICP)
  • 1 CPE Credit of Taxes for Wealth Management Certified Professional (WMCP)
  • 1 PL Credit for Certificate In Investment Performance Measurement (CIPM)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 CE Credit of Retirement Savings and Income Planning for Certified Financial Planner (US) (Approval No. 303378)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

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.

CTEC APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

Presenter

About Presenter

Chris Ciminera, CPA,QKA

Account Executive, Belfint, Lyons & Shuman, P.A.

Chris is a member of the firm’s Employee Benefit Plan niche in the accounting and auditing services department where he specializes in auditing employee benefit plans of for-profit, nonprofit, and governmental entities. Chris also specializes in Form 5500 preparation. When necessary, Chris helps clients navigate and prepare filings for corrections of plan errors or late filings through the Department of Labor (DOL) Voluntary Fiduciary Correction Program, Internal Revenue Service (IRS) Voluntary Correction Program, and DOL Delinquent Filer Voluntary Compliance Program.

Chris enjoys helping educate clients and others by regularly contributing to the niche’s blog – The Art of the Qualified Plan Audit. Chris’s blogs and articles have subsequently been published in the National Institute of Pension Administrators’ newsletter and the Society of Financial Service Professionals’ Qualified Plan newsletter. Chris was also used as a resource and quoted in the Plan Adviser Magazine article titled “Avoidance Strategies” on how advisers could help steer clear of common plan errors. He has presented on retirement plan audits to industry leaders within the American Society of Pension Professionals and Actuaries (ASPPA) Greater Philadelphia Chapter.

Chris prides himself on being attentive to client needs and providing exceptional service above and beyond that required of a regular plan auditor. Chris stays current on trends and issues by, among other avenues, regularly attending industry conferences through the ASPPA national and greater Philadelphia chapters and the American Institute of Certified Public Accountants (AICPA).

About Company

Belfint, Lyons & Shuman, P.A.

www.belfint.com/

Delaware, Pennsylvania and beyond. Our advisors are experts in a wide range of practice areas and industries. Whether you need traditional accounting, tax planning, and preparation; estate and trust services; compliance support; a business valuation, bookkeeping assistance or other advisory services, we are here to help you plan for your financial future.

BLS is not a Big Four accounting firm, and we think that’s a good thing for our clients. While our level of expertise is just as strong, we are focused on our local community. We’ll meet with you in person, listen to your unique needs, and customize a plan that is perfectly suited for you.

We’re one of the largest and oldest accounting firm in Delaware and we are here to stay.

We work with a diverse range of clients:

- Privately held businesses, including family-owned businesses, medical practices, law firms, and more

- Nonprofit organizations

- Governmental agencies and authorities

- High-net-worth individuals

- International businesses and individuals

Services include:

- Advisory services – for small businesses, estates and trusts, and legal matters

- Audit and assurance

- Tax services – planning and compliance for U.S. and international entities and individuals

- Holding company services

Whatever your needs, you can count on BLS to provide first-class service with the utmost confidentiality. To learn more, please visit www.belfint.com or contact us at info@belfint.com.

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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  • 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

4.4

110 Ratings

Excellent

58

Very Good

43

Average

8

Poor

1

Terrible

0

JS

Jennifer Syme, AFSP

Sep 9th, 2022

Fast moving webinar. Excellent presenter with an abundance of knowledge and shared information.

PG

Peter Gould, EA

Mar 18th, 2022

Chris was an excellent presenter and his presentation and materials were top-rate.

CR

Cherisse Ratan, CPA (US)

Sep 9th, 2022

The presenter was very knowledgeable.

TS

Thomas Sheets, CPA (US)

Mar 18th, 2022

The presentation was somewhat dry but so was the subject matter. The presenter obviously knew his subject.

BP

Barbara Prevento, EA

Sep 9th, 2022

I liked the updated information for retirement changes

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