Apr 14, 2022
In this webinar, Newport and PAi partnered with John Carl, Founder and President of the Retirement Learning Center to present a free webinar that qualified for one hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications and the CFP® designation.
Designing effective qualified retirement plans that meet a plan sponsor’s objectives has become somewhat of a lost art. The reasons are many: Cookie-cutter designs are easier; safe harbor designs get media attention; the flexibility of modern plan documents are overlooked, and pre-approved plans can satisfy most sponsors’ needs. Watch now to gain important insights on the following:
- The importance of the plan design process
- Why plan design has been de-emphasized
- Strategies to help ascertain plan sponsor objectives
- Understandng how to meet plan sponsor objectives using a variety
of plan features
- Applying specific plan design options to meet objectives