Governmental and Employer Retirement Plans Process
Valid for one year from purchase date
Self-study - On-Demand
2 CPE (2 technical)
Course code: 26SI-0171
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If your organization is exempt
from sales tax, call us at 952-831-2707 to complete your purchase.
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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.
Major subjects
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Governmental retirement plans
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Qualified retirement plans
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Defined benefit plans
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Defined contribution plans
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Nonqualified retirement plans
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IRAs
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Keogh plans
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SIMPLE plans
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Other plans for the self-employed
Learning objectives
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Identify key features of 401(a) plans.
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Calculate contributions for an IRC Section 403(b) plan.
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Identify the types of investments permitted in an Internal Revenue Code (IRC) Section 403(b) retirement plan.
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Identify differences between IRC Sections 457(b) and 457(f) nonqualified deferred compensation plans.
Who should take this program?
- Financial planners, CPAs and tax professionals.
Pricing
|
Standard Member Fee |
$65.00
|
 Standard Nonmember Fee |
$79.00
|
MNCPA members save $14.00. Become a member.
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you are a
nonmember.
If you register, you will be charged
$79.00
(Standard Nonmember Fee).
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If your organization is exempt
from sales tax, call us at 952-831-2707 to complete your purchase.
Add to cart
Area
of study
Financial planning
Field(s)
of study
Specialized Knowledge - Technical (2.0)
Level
Intermediate
Format
Self-study - On-Demand
Sponsor
NASBA ID#: 112891
Prerequisites
Prereq.
Mastery of basic personal financial planning concepts and techniques
Advance
prep
None
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