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Webcast: PFP Boot Camp: Retirement Planning and Employee Benefits (WBPFSE614)
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This session will help you plan, implement and monitor individual and business-sponsored retirement plans, inlcuding how to perform retirement needs analysis, what regulatory issues surround retirement planning and benefits, and what tax issues come into play. The retirement planning section covers tax-deferred retirement plans, IRAs, and non-qualified plans. The employee benefits section covers Social Security programs, civil service group life, disability, dental and health insurance.

11/18/2014
When: 11/18/2014
10:30 AM until 1:00 PM
Where: Webcast
Presenter: Tom Tillery


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PFP Boot Camp: Retirement Planning and Employee Benefits

 

This session will enable practitioners to plan, implement and monitor individual and business-sponsored retirement plans. It provides instruction on how to perform retirement needs analysis, what regulatory issues surround retirement planning and benefits, and what tax issues come into play. The retirement planning section covers tax-deferred retirement plans, IRAs, and non-qualified plans. The employee benefits section covers Social Security programs, civil service group life, disability, dental and health insurance.

 

Objectives:

 

·        Describe the retirement planning process

·        Describe the eligibility requirements and benefits available through Social Security, Medicare, and Medicaid

·        Employer-Sponsored retirement Plans  

·        Understand the similarities and differences between pension and profit-sharing Plans

·        Understand the similarities and differences between defined benefit and defined contribution Plans

·        Understand the differences in funding, taxation, and asset Security between qualified Plans, tax-advantaged Plans, individual Plans, and nonqualified Plans

 

Requisite Knowledge: Basic knowledge of the area of retirement planning.

 

Advanced Preparation: None

 

Speaker: Tom Tillery

Vendor: AICPA

Field of Study: Taxes

Level: Intermediate

CPE Credits: 3

Yellow Book: No

 

Registration Fees

 

 

Members

$139

CPA Non-Members

$174

 

 

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