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

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

Pension Plans to Retain Employees

1.5 Credits


Subject Area


Webinar Qualifies For

1.5 CPE credit of Finance for all CPAs

1.5 PDC credit for SHRM Certified Professionals (Approval No. 21-4PQEV)

1.5 RCH credit for HRCI Certified Professionals (Approval No. 555332)

1.5 CPD credit (Verifiable) for Canadian CPAs

1.5 PL credit for Chartered Financial Analyst (CFAs)

1.5 CPD credit (Verifiable) for CPA/PFS

1.5 CE credit of Retirement Savings and Income Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 296175)

1.5 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.


  • 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.

Who Should Attend?

  • Accountant
  • Assistant Controllers
  • Business Owner
  • Certified Management Accountant
  • Certified Public Accountant
  • 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