On-Demand


3 CPE

The Retirement Planning Process

On-Demand
3 CPE

Learning Objectives

Differentiate among the various types of personal financial planning engagements for financial independence ;Identify the elements that comprise the financial independence process ;Calculate the annual spending goal for financial independence;The requirements for who may participate in a qualified plan ;Which coverage test is made based on benefits provided under a qualified plan ;The requirements associated with top-heavy plans ;The benefits of an ERISA Section 404(c) election

Major Topics

Setting realistic expectations and goals ;The process of identifying personal financial goals and resources ;Design financial strategies;Making personalized recommendations ;The regulatory and legislative environment surrounding retirement plans;How ERISA and the Internal Revenue Code (IRC) govern qualified retirement plans and protect plan participants

CPE Credits Available

3 CPE
3
Specialized Knowledge

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Leadership
  • Pracitioner
  • Pracitioner's
  • Pracitioners

Prerequisites

None

Advanced Preparation

None

Provider

AICPA

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