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

Learning Objectives
  1. Review a variety of planning tools and techniques to meet a client'slife, healthier, and other employee benefit planning objectives
  2. Reviewcomplex areas of employee benefit planning, including ERISA reportingand disclosure requirements
Major Topics
  1. Considerations in planning for employee benefits and retirementplanning
  2. Data gathering issues
  3. How to effectively match theobjectives of the employer with that of the employee group
  4. Overview ofavailable various life, health and retirement planning tools to theemployer
  5. Tax implications of dependent care and educational assistanceplans
  6. Design features of a group term life insurance plan
  7. Alternatives in providing medical benefits to employees and theirfamilies
  8. General overview of major ERISA reporting and disclosurerequirements
  9. Understanding of IRC common control rules
  10. Overview ofage and sex discrimination rules
CPE Field of Study
Taxes
8
Course Level
Basic
Register Now
When
May 10, 2016
8:00 am - 3:30 pm
Location
Online
Format
In-Person

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$395.00
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Fringe Benefit Planning for 2016 and Beyond (111022-16)


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