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PFP Boot Camp: Retirement Planning and Employee Benefits

Type: Video Webcast
Date: June 15, 2015
Time: 11:30 AM - 02:00 PM ET
Recommended CPE Credit: 3
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This session is part of "Personal Financial Planning Boot Camp" webcast series. The full series will cover all personal financial planning (PFP) topics including tax, estate, retirement, investment, insurance/risk-management planning and the financial planning process, as well as the new Statement on Standards in PFP Services.

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.

Learning 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

Field of Study: Taxes
Level: Intermediate
Prerequisite: Basic knowledge of retirement planning

Important Information on Your CPE Credit

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PFP Boot Camp: Retirement Planning and Employee Benefits
Individual CPE
Video Webcast
Product# VPFSE5003
Availability: Online Access
Live Webcast
AICPA Member:$139.00
Your Price:$174.00
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