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Fundamentals of Qualified Plans- Webinar Series
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6/17/2014 to 7/15/2014
When: 6/17/2014 - 7/15/2014
Contact: Brittany Scofield
(800) 999-6472


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Fundamentals 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

Attend 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! 

  1. June 17 – Overview and Establishment of Qualified Plans - Complete! Recording posted soon!
    1. Tax Benefits/Advantages
    2. Regulatory Agencies
    3.  Plan Types
    4. Plan Documents & Approval
  2. June 24 – Eligibility and Vesting - Complete! Recording posted soon!
    1. Eligibility Requirements
    2. Entry Dates
    3. Vesting
    4. Forfeitures
    5. Year of Service
  3. July 1 – Contributions - Complete! Recording posted soon!
    1. Allocations – Requirements & Formulas
    2. Compensation
    3. Earnings
  4. July 8 – Compliance Testing - Complete! Recording posted soon!
    1. Maximum – Deductions, Plan Limits, Deferral Limit, 415 Limit
    2. Minimum – Top-Heavy
    3. Coverage 
    4. Nondiscrimination
  5. July 15 – Reporting and Disclosure / Year in Review
    1. Annual Return – 5500 Series
    2. Annual Registration Statement – Form 8955-SSA
    3. Disclosures – SPD, SAR, Notices, Benefit Statements
    4. Annual Valuation Process

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