Retirement Plans - 4 CPE Credit Hours
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Retirement Plans - 4 CPE Credit Hours

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After reading the materials, participants will be able to:

1. Differentiate between qualified and nonqualified deferred compensation plans listing the tax advantages and disadvantages of each, explain the requirements of a qualified pension plan, and discuss how the basic ERISA provisions define the elements of qualified plans.

2. Compare defined contribution plans with defined benefit plans naming the five types of defined contribution plans and describing their effect on retirement benefits.

3. Discuss the elements of Roth IRAs and traditional IRAs by explaining how distributions work, how to set up the various IRAs, when tax-free rollovers can be utilized, designating beneficiaries, distributing to beneficiaries, contribution limits for various IRAs, and recharacterizations of Roth IRA contributions.

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  • I have taken multiple courses from The CPE Discount Store.  They have great customer support and I received my certificate of completion on the same day.
    Bill P. - CPA - Richmond, New Hampshire
  • The CPE Discount Store offers a great selection of online CPE courses.   I was able to complete my course on my time frame which is a great way to take CPE.  Having the book as a reference for future work was also helpful.
    Tom N. - CPA - Longmont, CO
  • The CPE Discount Store course materials are very straight forward and easy to understand, I particularly like the website and customer follow up to my questions.
    Susan P. - CPA - San Diego, CA


Either you re-did the course after jstone\'s review, or he/she confused this course with another one. The test for this course had 15 questions, not 120, and all of them were about material covered in the course. It was fine and I recommend it.
Looks like this course needs to be updated.
Old customer in 2015, will give a try in 2017 now. Hope the courses are approved by the Board.

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