Cancelled Employee Benefit and Retirement Planning: Pension and Deferred Compensation Tools (111217-13)
Description
There are numerous tools available in the field of employee benefit and
retirement planning. This course provides an overall review of a variety
of qualified and nonqualified planning tools. Understand the advantages
and disadvantages, tax implications, and design factors of each one, and
learn how to use these tools to meet clients’ objectives.
Learning Objectives
To give an overview 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 Keoghs 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
