of Qualified Plans- Webinar Series
Presented by: Kristina Kananen, APA, QPA, QKA, Customer Support, DATAIR Employee
Benefit Systems, Inc. and Kimberly Martin, APA, CPC, QPA, Education Director, NIPA
Tuesday, June 17 - July 15, 2014
11:00 a.m. – 11:50 a.m. CT
Continuing Education Credits: 1 NIPA CPE Each; 1 ERPA CPE Each
summer school with NIPA! Beginning June 17th, join Kristina Kananen and
Kim Martin as they present the webinar series "Fundamentals of Qualified
Plans." The webcasts introduce the basics of qualified plans using the
material in NIPA's APA Course 1 and APR Course 1.
This webinar series is ideal for TPAs and financial professionals new to the
retirement plan industry, and will be a valuable resource for students studying
to obtain NIPA's APA or APR designation. Conversely, you may be a more
experienced TPA, but find you are struggling when it comes to applying one or
more of these topics. You can sign up for one or more of the
webcasts, or sign up for all five at a special rate! Each of
the five webcasts in the series are 50 minutes in length, providing you with
smaller bits of information to help you understand the building blocks that
will be covered. Attend all five webcasts, and earn 5 CPE credits while you learn
the fundamentals of qualified plans!
- June 17 – Overview and
Establishment of Qualified Plans - Complete! Recording posted soon!
- Tax Benefits/Advantages
- Regulatory Agencies
- Plan Types
- Plan Documents &
- June 24 – Eligibility and
Vesting - Complete! Recording posted soon!
- Eligibility Requirements
- Entry Dates
- Year of Service
- July 1 –
Contributions - Complete! Recording posted soon!
- Allocations – Requirements
- July 8 – Compliance Testing - Complete! Recording posted soon!
- Maximum – Deductions, Plan
Limits, Deferral Limit, 415 Limit
- Minimum – Top-Heavy
- July 15 – Reporting and
Disclosure / Year in Review
- Annual Return – 5500
- Annual Registration
Statement – Form 8955-SSA
- Disclosures – SPD, SAR,
Notices, Benefit Statements
- Annual Valuation Process