August 24, 2023

Live Webcast

8 Total CPE Credits


Employee Benefit and Retirement Planning: Pension and Deferred Compensation Tools

  • Instructor


Learning Objectives

At the end of this course, you will be able to:
▪ Compare a variety of qualified and nonqualified planning tools to assist in addressing clients’ employee benefit
and retirement planning objectives.

Major Topics

▪ Six steps in the employee planning process
▪ How to design the right pension plan for a business client
▪ Advantages and disadvantages of a defined contribution plan
▪ Advantages and disadvantages of a defined benefit pension plan
▪ How Keogh plans differ from other qualified plans
▪ Distribution and rollover rules of an IRA and Roth IRA; advantages and disadvantages of simple IRAs
▪ Design features of a money purchase pension plan
▪ 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
▪ IRC §401(k) plan issues
▪ The “Roth 401(k)”
▪ Features of a SEP
▪ General rules of qualification under qualified pension and profit-sharing plans
▪ Basic outline of the complex retirement plan distribution rules
▪ Distinctive steps to installing a qualified plan


CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Basic



Intended Audience

CPAs, EAs, attorneys, finance professionals, and financial planners



Register For This Event

  • MACPA Member

    $ 295 295
  • MACPA Non-Member

    $ 395 395
    Your Price

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