Course ID: EBPD

Employee Benefit and Retirement Planning: Pension and Deferred Compensation Tools


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.


LEARNING OBJECTIVES
  • To overview a variety of qualified and nonqualified planning tools to assist in addressing clients’ employee benefit and retirement planning objectives.

MAJOR TOPICS
  • 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

DESIGNED FOR
CPAs, finance professionals, financial planners

PREREQUISITES
None

COURSE PRODUCER
Werner-Rocca Seminars LTD

CPE CREDITS
8.0

LEVEL
Basic

This course is available to be scheduled as:

Group Live
 

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