CPE Course Information
|Course Title:||WEBINAR: Retirement Planning - State Sponsored - 2 hours|
|Description:||Handout - 401(k) P.S. vs Employer Sponsored IRA; Retirement Plan Basics, Plan Design Features (Qualified plan) Deferral options (Pre-tax and Roth 401k) Matching Contributions Safe Harbor Plans – Benefits, conditions, formulas Type of Profit Sharing Allocations - New Comparability Cash Balance Plans Fiduciary Responsibilities ERISA 404(c), IPS, QDIA, ERISA Fidelity and Fiduciary Bonding and Fee Disclosure|
|Sponsor:||PSTAP - State|
|Number of Days:||1|
|CPE Credits:||2 Credits Other|
|Start Time:||12:30 p.m.|
|End Time:||2:30 p.m.|
|PSTAP Member Rate:||0.00|
|No show - No refund - no exceptions. No refunds will be issued after links to access webinar and course material have been sent. Please check spam/junk folders.|
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