Course ID: FRIN

Fringe Benefit Planning for 2017 and Beyond

There are a variety of tools and techniques to meet a client’s life, health, and other employee benefit planning objectives. This course takes a look at those various tools and techniques and provides the practitioner with a basic understanding of how to use each one. This course also features a review of some complex areas of employee benefit planning, including ERISA reporting and disclosure requirements.


LEARNING OBJECTIVES
  • To review a variety of planning tools and techniques to meet a client’s life, healther, and other employee benefit planning objectives. To review complex areas of employee benefit planning, including ERISA reporting and disclosure requirements.

MAJOR TOPICS
  • Considerations in planning for employee benefits and retirement planning
  • Data gathering issues
  • How to effectively match the objectives of the emlpoyer with that of the employee group
  • Overview of available various life, heatlh and retirment planning tools to the employer
  • Tax implications of dependent care and educational assistance plans
  • Design features of a group term life insurance plan
  • Al;ternatives in prviding medical benefits to employees and their families
  • General overview of major ERISA reporting and disclosure requirements
  • Understanding of IRC common control rules
  • Overview of age and sex discrimination rules

DESIGNED FOR
CPAs, finance professionals, and Financial planners

FIELD OF STUDY
Specialized Knowledge & Application
Taxes

PREREQUISITES
None

COURSE PRODUCER
Werner-Rocca Seminars LTD

CPE CREDITS
8.0

LEVEL
Basic

This course is available for your group as:

Group Live
 

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Or, contact BLI: 888-481-3500 or learn@blionline.org