Governmental and Employer Retirement Plans (On-Demand) 2020

Description

Are you ready to help your clients set realistic expectations and goals? In this narrated PowerPoint video, moderator Tom Tillery will examine Governmental Plans, Qualified Retirement Plans, and Other Employer Retirement Plans, including: Section 401(a) plans, Section 403(b) tax-sheltered annuity plans, and Section 457 deferred compensation plans.

In addition, the two types of qualified plans covered in this course are defined benefit plans and defined contribution plans, along with the three most common defined benefit plans (traditional defined benefit plan, a cash balance pension plan, and a 412(i) plan).

Finally, in Part Four, we cover IRAs, Keogh plans and other plans for the self-employed, SIMPLE plans, and non-qualified plans.

Format: Voiceover PowerPoint, Audio

Learning Objectives

Identify the types of investments permitted in an IRC Section 403(b) retirement plan.
Recognize differences between IRC Sections 457(b) and 457(f) non-qualified deferred compensation plans.
Calculate a retirement benefit using the unit benefit formula.
Identify features common to both traditional defined benefit plans and target benefit plans.
Choose the most appropriate qualified plan based on facts and circumstances.
Identify the types of Keogh plans.
Recall the eligibility requirements for simplified employee pension (SEP) plans.

Major Topics

Governmental Plans, including:
Section 401(a) plans
Section 403(b) tax-sheltered annuity plans
Section 457 deferred compensation plans
Qualified Retirement Plans, including:
Defined benefit plans
Defined contribution plans
Other Retirement Plans, including:
Traditional defined benefit plan
Cash balance pension plans
412(i) plans
IRAs
Keogh plans
Other plans for the self-employed
SIMPLE plans
Non-qualfied plans

Provider

AICPA - Durham

Course Level

Intermediate

CPE Field of Study

Specialized Knowledge

Who Should Attend

CPAs and financial planners with basic knowledge of, and interest in, personal financial planning

Instructor(s)

Tom Tillery Susan Tillery

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When

Available 24/7

Location

Online

Total CPE Credits

Format

On-Demand

$79.00

$99.00

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