Horizon Professional Education, Inc.

CE Class: Understanding Qualified Retirement Plans

  • 12 Nov 2019
  • 1:00 PM - 4:00 PM
  • Horizon Professional Education


Registration is closed
Understanding Qualified Retirement Plans
Three (3) Hours C.E.

This course discusses the qualifications for qualified retirement plans - the tax advantages, general requirements, and eligibility.  The taxation of qualified plans is covered for the employer and the employee, as well as contributions and distributions.  ERISA, the federal law that regulates qualified retirement plans, is reviewed as it applies to plan provisions, funding, administration, and plan termination.  A basic understanding of various qualified plans, such as 401(k), Roth 401(k), Profit-Sharing plans and ESOPS is provided.  The course explains funding methods and funding vehicles.  Students will learn the advantages of life insurance inside of qualified plans and the rules that must be adhered to insuring the insurance provides tax free recovery.  Social Security’s role and integration with qualified retirement plans is discussed.

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