Secure your clients' financial future with Defined Benefit Plans! In this four-hour course, you'll learn about different types of defined benefit pension plans and how to select and design the most suitable for your client's needs. You'll also learn about contribution limits, deductions timing, and how clients use combination plans to maximize benefits and tax savings.
Learning Objectives
• Identify tax-saving opportunities for your clients using defined benefit plans, cash balance plans, and combination designs
Major Topics
• Types of defined benefit pension plans
• Defined benefit plan selection and design
• Contribution and deduction limits and timing
• Using combination plan designs to optimize benefits
.png){kind=logo}
