Governmental and Employer Retirement Plans Process

Available for 1 year after purchase date

**OnDemand**

2.0 Credits

Member Price $65.00

Non-Member Price $79.00

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Overview

Retirement planning skills are enhanced as you explore governmental and employer retirement plans, enabling you to expertly recommend tailored retirement strategies aligned with client objectives.

Highlights

Key Topics

Governmental retirement plans
Qualified retirement plans
Defined benefit plans
Defined contribution plans
Nonqualified retirement plans
IRAs
Keogh plans
SIMPLE plans
Other plans for the self-employed

Prerequisites

Mastery of basic Personal Financial Planning concepts and techniques

Designed For

Who Will Benefit

Financial Planners
CPAs
Tax professionals

Objectives

Learning Outcomes

Identify key features of 401(a) plans.
Calculate contributions for an IRC Section 403(b) plan.
Identify the types of investments permitted in an Internal Revenue Code (IRC) Section 403(b) retirement plan.
Identify differences between IRC Sections 457(b) and 457(f) nonqualified deferred compensation plans.