Videos and Webinars

Taking Plan Design to New Heights

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

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