Fringe Benefit Planning for 2016 and Beyond (111022-16)

Date: May 10, 2016 Time: 8:00 am - 3:30 pm EST Format: In-Person
LEARNING OBJECTIVES
Review a variety of planning tools and techniques to meet a client'slife, healthier, and other employee benefit planning objectives
Reviewcomplex areas of employee benefit planning, including ERISA reportingand disclosure requirements
MAJOR TOPICS
Considerations in planning for employee benefits and retirementplanning
Data gathering issues
How to effectively match theobjectives of the employer with that of the employee group
Overview ofavailable various life, health and retirement planning tools to theemployer
Tax implications of dependent care and educational assistanceplans
Design features of a group term life insurance plan
Alternatives in providing medical benefits to employees and theirfamilies
General overview of major ERISA reporting and disclosurerequirements
Understanding of IRC common control rules
Overview ofage and sex discrimination rules
EVENT DETAILS
CPE FIELD OF STUDY
Taxes (8 Credits)
COURSE LEVEL
Basic
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