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

  • Accountant
  • CPA (CA)
  • CMA
  • CPM (CA)
  • CPA (US)
  • CVA
  • CFA
  • HRCI
  • PCP
  • SHRM
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • FPAC
  • CWS

Published: November, 2021

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

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description


  • Two Types of Plans About to discuss
    19 mins
  • Why Do All of This?
    37 mins
  • How Safe are Pension Plans?
    47 mins
  • Defined Benefits Pension Plans
    55 mins
  • The Defined Benefit Promise
    60 mins
  • How to Help Employees
    74 mins

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 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

Learning Objectives

  • To describe pension plan basics and trends in the industry.
  • To explain the two main types of pension plans, 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 SHRM and HRCI Approved 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 RCH Credit of HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 583599)
  • 1.5 CPE Credit of Retirement Planning for Financial Services Certified Professional (FSCP)
  • 1.5 CPD Credit of Finance for Chartered Professional Accountant (CPA Canada)
  • 1.5 CPE Credit of Retirement Planning for Chartered Financial Consultant (ChFC)
  • 1.5 PL Credit for Chartered Financial Analyst (CFA)
  • 1.5 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1.5 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
  • 1.5 PDC Credit of Business Acumen for SHRM Professionals (Approval No. 22-YQF7P)
  • 1.5 CPE Credit for Certified Payroll Managers (CPM)
  • 1.5 CPE Credit for Payroll Compliance Practitioner (PCP)
  • 1.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1.5 CE Credit for Certified Wealth Strategist (CWS)
  • 1.5 General Credit for Accountant/Bookeeper
  • 1.5 CPD Credit of Finance for Accredited in Business Valuation (ABV)
  • 1.5 CPE Credit of Corporate Finance for Certified Management Accountants (CMA)
  • 1.5 CPE Credit of Retirement Planning for Chartered Advisor in Senior Living (CASL)
  • 1.5 CPE Credit of Retirement Planning for Chartered Special Needs Consultant (ChSNC)
  • 1.5 CPE Credit of Retirement Planning for Retirement Income Certified Professional (RICP)
  • 1.5 CPE Credit of Retirement Planning for Wealth Management Certified Professional (WMCP)
  • 1.5 PL Credit for Certificate In Investment Performance Measurement (CIPM)
  • 1.5 CPE Credit of Finance for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 1.5 CRE Credit for Certified Corporate FP&A Professional (FPAC)
  • 1.5 CPE Credit of Finance for Certified Valuation Analyst (CVA)

Additional details

  • Course Level :
  • Credits :
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
  • Advance Preparation :


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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

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.


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