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

Qualified Retirement Plan Updates & Opportunities – What Opportunities Are Available For The 2020- 2021 Tax Years?

Qualified Retirement Plan Updates & Opportunities – What Opportunities Are Available For The 2020- 2021 Tax Years?

1 Credit


Subject Area


Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00332-20-S)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0336)

1 CPE credit for Certified Fraud Examiners (CFEs)

1 CPD credit (Verifiable) for CPA/PFS

1 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)

1 CE credit of Retirement Savings and Income Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 296163)

1 CE credit of Qualified Retirement Plan for ERPAs (Approval No. 00527-21)

1 CE credit for Certified Senior Advisor (CSA)

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00332-20-S)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00332-20-S)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

You need to register for the webinar to watch the video.

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


    3 mins
  • DOL - Fiduciary Discussion
    8 mins
  • Talking Points
    16 mins
  • The Missing Blackout Notice
    27 mins
  • Most Common Types of outsourced fiduciaries
    41 mins
  • Catch up Contribution
    60 mins
  • Combining plans: Defined benefit plus
    81 mins

Course Description

Planning for retirement starts with thinking about your retirement goals and how long you have to meet them. To have a comfortable, secure—and fun—retirement, you need to build the financial cushion that will fund it all. The key part of the same is to build a strong planning to reach there. 

Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets and risk. Future cash flows are estimated to determine if the retirement income goal will be achieved. 

However, retirement planning is a multi-step process and in most of the cases it evolves over time. This Online Webinar takes a long term approach for the retirement plan that starts with ERISA. It also includes the change in careers over the long period of time that a professional may take. This is remarkably value addition that covers a wide range of requirements of population. Detailed description and included calculations make the webinar more relevant for the simplicity of understanding and comparison.

This Online CPE Webinar covers following Key Topics:

  • Requirements of Plan Fiduciaries and potential liabilities
  • Different Allocation Methods for Profit Sharing Plans
  • 401(k) Safe Harbor Match versus Non-Elective Contributions
  • 1 or 2 Person Defined Benefit/Defined Contribution Combo Plans
  • Cash Balance Combination Plans

Click for more webinars on Estate Planning | Tax Updates | IRS Resolution 

Learning Objectives

  • To identify the requirements of Qualified Plan Fiduciaries
  • To recall how best to prepare for a DOL audit
  • To explore different Qualified Retirement Plan types
  • To recognize and compare the differences of each Qualified Retirement Plan type.
  • To assess, evaluate and determine the best Qualified Retirement Plan for a business or business owner.

Who Should Attend?

  • CEO
  • Certified Fraud Examiner
  • Certified Senior Advisor
  • Cloud Firms
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Personal Financial Specialist (PFS)
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros
  • Young CPA





I have never had a self-study course that 1) did not match the stated time for the course and CPE and 2) the presentation did not match or agree with the materials downloaded for the course. Very disappointing.