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Governmental and Employer Retirement Plans Process
Personal Financial Planning
CPE Self-study

Governmental and Employer Retirement Plans Process

Retirement planning skills are enhanced as you explore governmental and employer retirement plans, enabling you to expertly recommend tailored retirement strategies aligned with client objectives.

$50 - $79
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Online

NASBA Field of Study

Specialized Knowledge

Level

Intermediate

CPE Credits

2

Author(s)

Susan M. Tillery, Tom Tillery

Availability

1 year

Product Number

PFPRET223SSO

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Product Details

You can empower yourself with the knowledge to navigate the intricate retirement planning landscape.

Aligning retirement plans with client goals and objectives

Elevating your expertise in retirement planning will enable you to guide your clients toward a secure retirement. You will learn about various topics, including:

  • Two primary types of qualified retirement plans
  • A wide array of tax-advantaged retirement plans
  • The specific features and benefits of plans tailored to government employees

Avoiding unintended tax consequences

Learning retirement plan provisions will help you advise your clients to avoid unintended tax consequences on estate and retirement plans.

Topics you will examine include:

  • Plans for self-employed individuals
  • Section 401(a), 403(b), and 457 plans
  • Defined benefit and defined contribution plans
  • IRAs, Keogh plans, SIMPLE plans, and nonqualified plans

Choose Your Path: Individual or Certificate Program

Flexible options – you can enroll in the individual course or take the Retirement Planning Certificate Program.

Who Will Benefit

  • Financial Planners
  • CPAs
  • Tax professionals

Key Topics

  • Governmental retirement plans
  • Qualified retirement plans
  • Defined benefit plans
  • Defined contribution plans
  • Nonqualified retirement plans
  • IRAs
  • Keogh plans
  • SIMPLE plans
  • Other plans for the self-employed

Learning Outcomes

  • Identify key features of 401(a) plans.
  • Calculate contributions for an IRC Section 403(b) plan.
  • Identify the types of investments permitted in an Internal Revenue Code (IRC) Section 403(b) retirement plan.
  • Identify differences between IRC Sections 457(b) and 457(f) nonqualified deferred compensation plans.
Credit Info
CPE Credits
Online
2
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
Mastery of basic Personal Financial Planning concepts and techniques
Access
Online
This is a digital product. With full paid access the content will be available to you for 1 year after purchase date.
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Nonmembers
Online
$79.00
AICPA Members
Online
$65.00
CIMA Members
Online
$65.00
PFP Section Members
Online
$50.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Author(s)
Susan M. Tillery
CPA/PFS, AEP®(Distinguished)
Susan M. Tillery, CPA/PFS, AEP® (Distinguished), is president & CEO of Paraklete® Financial, Inc. Paraklete® provides integrated fee-for-service personal financial planning and virtual family office services, without asset management or product sales. The firm acts as an Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Susan is also a co-founder and president of Financial Planning Advocate, LLC, which provides continuing education for CPAs, financial advisers, universities, and colleges. Ms. Tillery’s experience at Harris myCFO, a multi-family office where she was responsible for developing and delivering comprehensive family office solutions to affluent families, together with her work at Arthur Andersen and Ronald Blue & Co provided the framework for Paraklete. Susan earned both her bachelor’s and master’s degrees in accounting from the University of Georgia. She is a member of the American Institute of CPAs (AICPA), the Georgia Society of CPAs (GSCPA) and the Atlanta Estate Planning Council. In addition, Susan is a member of the GSCPA Board of Directors, and past Chair of both the AICPA Personal Financial Planning Executive Committee and the AICPA Personal Financial Planning Credential Committee. Susan is the recipient of the AICPA 2019 Personal Financial Planning Distinguished Service Award. Ms. Tillery is the co-author of Essentials of Personal Financial Planning, a textbook used by colleges and universities in accounting, business, and law graduate programs. Additionally, Susan has co-authored the AICPA Personal Financial Planning Certificate Program. The program addresses all areas of the Personal Financial Specialist (PFS) body of knowledge. Successful completion of the program, with related experience, permits participants to obtain the PFS Credential. Susan is a frequent speaker and author on topics relating to personal financial planning, including CPAs and financial planning, virtual family offices, financial issues facing women, responsibilities of wealth, charitable giving, and stewardship. Susan and her family reside in Kennesaw, Georgia.
Tom Tillery
MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®
Thomas Neal Tillery, CFP®, AEP® (Distinguished), CLU®, ChFC®, CRPC®, LUTCF® is vice president & CCO of Paraklete® Financial, Inc. Paraklete® provides integrated fee-for-service personal financial planning and virtual family office services, without asset management or product sales. The firm acts as an Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Tom is also a co-founder and vice president of Financial Planning Advocate, LLC, which provides continuing education for CPAs, financial advisers, universities, and colleges. Tom earned an M.S. in Financial Services from the American College and an M.A. in education from the Southern Baptist Theological Seminary. He is an active member of AICPA (Non-CPA Associate) and the Atlanta Estate Planning Council. With more than 30 years of experience in personal financial planning, Tom is a frequent speaker and author on topics relating to personal financial planning, including financial planning and tax advisory services, estate planning for the affluent, current retirement issues, working with investment advisors, and stewardship. Mr. Tillery is the co-author of Essentials of Personal Financial Planning, a textbook used by colleges and universities in accounting, business, and law graduate programs. Additionally, Tom has co-authored the AICPA Financial Planning Certificate Program. The program addresses all areas of the Personal Financial Specialist (PFS) body of Knowledge. Successful completion of the program, with related experience, permits participants to obtain the PFS Credential. Tom and his family reside in Kennesaw, Georgia.
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