CONTACT THE BUSINESS LEARNING INSTITUTE
Name*
Email Address*
Phone Number:
Message:
Please enter the following text in the box below:
captcha
ADDRESS: 901 Dulaney Valley Road, Suite 800
Towson, MD 21204
PHONE: 888-481-3500
FOLLOW BLI:
Employee Benefit and Retirement Planning: Pension and Deferred Compensation ToolsCOURSE ID: EBPDWE
DESCRIPTION

There are numberous tools available in the field of employee benefit and retirement planning. This course provides an overall review of a variety of qualified and nonqualified planning tools. Understand the advantages and disadvantages, tax implications, and design factors of each one, and learn how to use these tools to meet clients’ objectives.

DESIGNED FOR: CPAs, finance professionals, financial plannersFIELD OF STUDY: Specialized Knowledge & Application, TaxesLEVEL: BasicPREREQUISITES: NoneCOURSE PRODUCER: Werner-Rocca Seminars LTDCREDITS: 8.0OBJECTIVES:
  • To overview a variety of qualified and nonqualified planning tools to assist in addressing clients' employee benefit and retirement planning objectives.
HIGHLIGHTS:

* The importance data gathering in plan design * Understand the distinctive steps in installing a qualified plan * General rules of qualification for qualified pension and profit-sharing plans * Design features of various plans generally referred to as “defined benefit pension plans” * Design features of various plans generally referred to as “defined contribution plans” * How Keoghs differ from other qualified plans * Distribution and rollover rules of an IRAs and Roth IRAs * Types of benefit and contribution formulas under a nonqualified deferred compensation plan * Tax implications when using a nonqualified deferred compensation plan * How to use vesting provisions in a profit-sharing plan * Requirements of a safe harbor 401(k) plan * When to use a traget/age-weighted plan * Advantages of a cash balance pension plan * Basic outline of the complex retirement plan distribution rules

INSTRUCTOR
-TBD-
Download the 2016 Business Learning Institute Course Catalog DOWNLOAD PDF
Business Learning Institute - Course Catalog
SUBSCRIBE TO THE BLI BLOG