4133  |  On Demand  |  Intermediate  |  Self-Study

Governmental and Employer Retirement Plans

Friday, May 1, 2020 - Friday, April 30, 2021

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Are you ready to help your clients set realistic expectations and goals? In this narrated PowerPoint video, moderator Tom Tillery will examine Governmental Plans, Qualified Retirement Plans, and Other Employer Retirement Plans, including: Section 401(a) plans, Section 403(b) tax-sheltered annuity plans, and Section 457 deferred compensation plans.

In addition, the two types of qualified plans covered in this course are defined benefit plans and defined contribution plans, along with the three most common defined benefit plans (traditional defined benefit plan, a cash balance pension plan, and a 412(i) plan).

Finally, in Part Four, we cover IRAs, Keogh plans and other plans for the self-employed, SIMPLE plans, and non-qualified plans.

Note: This course has been updated for the Tax Cuts and Jobs Act ("Tax Reform").

Objectives

Identify the types of investments permitted in an IRC Section 403(b) retirement plan. Recognize differences between IRC Sections 457(b) and 457(f) nonqualified deferred compensation plans. Calculate a retirement benefit using the unit benefit formula. Identify features common to both traditional defined benefit plans and target benefit plans. Choose the most appropriate qualified plan based on facts and circumstances. Identify the types of Keogh plans. Recall the eligibility requirements for simplified employee pension (SEP) plans.

Instructors

  • Thomas Tillery (view bio)
  • Susan Tillery

Designed For

CPAs and financial planners with basic knowledge of, and interest in, personal financial planning


Highlights

Governmental Plans, including: Section 401(a) plans Section 403(b) tax-sheltered annuity plans Section 457 deferred compensation plans

Qualified Retirement Plans, including: Defined benefit plans Defined contribution plans

Other Retirement Plans, including: Traditional defined benefit plan Cash balance pension plans 412(i) plans IRAs Keogh plans Other plans for the self-employed SIMPLE plans Nonqualfied plans


Your Price: $99.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

Members log in and save $20.00 on this event. Not a member? join today.


Instructors

Thomas Tillery

Thomas Tillery is a member of AICPA Personal Financial Planning Section (Non-CPA Associate), the Society of Financial Service Professionals, and the Atlanta Estate Planning Council.

Tom has been a provider of Continuing Education for attorneys, CPAs, and investment and insurance professionals for over 20 years. He has written curriculum and lectured in the discipline of Financial Planning for several universities and on line programs.

Tom is also an Arbitrator for the Financial Industry Regulatory Authority (FINRA).


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