PFP Boot Camp: Retirement Planning and Employee Benefits (111W426A15)
Description
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
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
Major Topics
Individual retirement plans Employer-Sponsored retirement plans Social Security, Medicare, and Medicaid
Course Level
Intermediate
CPE Field of Study
Taxes
3
Prerequisites
Basic knowledge of the area of retirement planning.