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

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 webinar on retirement planning 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.

Click here to access CPE courses on Trust, Estate and Financial Planning