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PFP Boot Camp: Retirement Planning and Employee Benefits

Type: Video Webcast
Date: November 21, 2016
Time: 10:30 AM - 01:00 PM ET
Recommended CPE Credit: 3
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This session is part of "Personal Financial Planning Boot Camp" webcast series. The full series will cover all personal financial planning (PFP) topics including tax, estate, retirement, investment, insurance/risk-management planning and the financial planning process, as well as the new Statement on Standards in PFP Services.

This session will enable practitioners to plan, implement and monitor individual and business-sponsored retirement plans. It provides instruction on how to perform retirement needs analysis, what regulatory issues surround retirement planning and benefits, and what tax issues come into play. The retirement planning section covers tax-deferred retirement plans, IRAs, and non-qualified plans. The employee benefits section covers Social Security programs, civil service group life, disability, dental and health insurance.

Learning Objectives:

  • Describe the retirement planning process
  • Describe the eligibility requirements and benefits available through Social Security, Medicare, and Medicaid
  • Employer-Sponsored Retirement Plans
  • Understand the similarities and differences between pension and profit-sharing plans
  • Understand the similarities and differences between defined benefit and defined contribution plans
  • Understand the differences in funding, taxation, and asset security between qualified plans, tax-advantaged plans, individual plans, and nonqualified plans

Field of Study: Taxes
Level: Intermediate
Prerequisite: Basic knowledge of retirement planning

Important Information on Your CPE Credit

PFP & PFS Members save even more:
When you log into this website with your AICPA member account, the section discount will be automatically applied during checkout. Section discounts cannot be combined with any other offer. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or

Group Viewing Option
Gather the team together and attend this webcast as a group. Each attendee will earn CPE Credit. Select the Group Viewing product below and enter the number of attendees in the quantity box.

Price Per Attendee
Number of Attendees
1 - 4
5 - 9
10 - 20

All group attendees must be sitting in the same room in order to obtain CPE credit.

PFP Boot Camp: Retirement Planning and Employee Benefits
November 21, 2016 10:30 AM - 1:00 PM ET
Video Webcast
Product# WC1205629
Availability: Online Access
Live Webcast
AICPA Member:$139.00
Your Price:$179.00
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