At the end of this course, you will be able to:
▪ Compare a variety of qualified and nonqualified planning tools to assist in addressing clients’ employee benefit
and retirement planning objectives.

HIGHLIGHTS:
▪ 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 Keogh plans 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
▪ Distinctive steps to installing a qualified plan