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Self-Study CPE
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Free cpe webinars
Retirement Plan Updates & Opportunities

RETIREMENT PLAN UPDATES & OPPORTUNITIES

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Specialized Knowledge
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Planning for retirement starts with thinking about your retirement goals and how long you have to meet them. To have a comfortable, secure—and fun—retirement, you need to build the financial cushion that will fund it all. The critical part of the same is to create a healthy plan to reach there.

Retirement planning includes identifying income sources, estimating expenses, implementing a savings program, and managing assets and risk. Future cash flows are assessed to determine if the retirement income goal will be achieved.

However, retirement planning is a multi-step process, and most cases evolve over time. This webinar takes a long-term approach to the retirement plan that starts with ERISA. It also includes the change in careers over a long period that a professional may take. This is a remarkable value addition that covers a wide range of requirements of the population. The detailed description and included calculations make the webinar more relevant for the simplicity of understanding and comparison.

Learning Objectives:


  • Identify requirements of plan fiduciaries and potential liabilities

  • Recognize different allocation methods for profit-sharing plans

  • Discuss 401(k) safe harbor match versus non-elective contributions

  • Identify 1 or 2 person defined benefit/defined contribution combo plans

  • Identify cash balance combination plans

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Charles Rosenberg joined INTAC, a family-owned firm, in 1994 as a pension consultant, where he gained hands-on experience and an invaluable perspective in the pension planning industry. Currently, as INTAC’s Vice President, Charles spearheads the firm’s pension sales and marketing programs.

An expert in retirement plan design, Charles is frequently called upon to lecture and lead industry forums on various Qualified Retirement Plan topics to accountants and financial advisors. He has been quoted as an authority in retirement plans on PlanSponsor.com and The Record, and the Star-Ledger, local area newspapers.

Charles is a Certified Retirement Counselor and Administrator (CRC, CRA) and has attained an Accredited Investment Fiduciary (AIF) designation. He actively serves as a committee member with various industry groups, such as NIPA, and sits on the TPA Advisory Boards for Nationwide, VOYA, and Transamerica. He is also an avid supporter of many local community and charitable organizations. Charles was recently honored with the 2014 Outstanding Volunteer Award by NIPA for his contributions on a volunteer basis toward the organization.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Intac Actuarial Services has been providing complete administration and consulting to employer-sponsored retirement plans since 1977. INTAC’s professional staff of experienced and innovative plan administrators designs, creates and continually refines a wide range of qualified retirement plans. They are committed to meeting their clients’ needs by providing these services in a timely, accurate and cost-effective manner.