Fringe Benefit Planning for 2017 and Beyond (SMTX30AM)

Friday, May 26, 2017 | 8:30 AM - 12:00PM (Registration at 8:00 AM) EST |

Instructor

Arthur Werner

Description

There are a variety of tools and techniques to meet a client's life, health and other employee benefit planning objectives. This course takes a look at those various tools and techniques and provides the practitioner with a basic understanding of how to use each one. This course also features a review of some complex areas of employee benefit planning, including ERISA reporting and disclosure requirements.

Objectives

  • To review a variety of planning tools and techniques to meet a client's life, health and other employee benefit planning objectives
  • To review complex areas of employee benefit planning, including ERISA reporting and disclosure requirements.

Cost

Standard Registration: $214 SCACPA Members, $264 Non-Members
Reciprocal Discount: ($50)

Major Topics

  • Considerations in planning for employee benefits and retirement planning
  • Data gathering issues 
  • How to effectively match the objectives of the emlpoyer with that of the employee group 
  • Overview of available various life, heatlh and retirment planning tools to the employer 
  • Tax implications of dependent care and educational assistance plans
  • Design features of a group term life insurance plan 
  • Al;ternatives in prviding medical benefits to employees and their families
  • General overview of major ERISA reporting and disclosure requirements
  • Understanding of IRC common control rules 
  • Overview of age and sex discrimination rules



DETAILS

Course Code:
SMTX30AM

Credits:
4.00 Taxation

Field of Study:
Taxation

Vendor:
Werner-Rocca Seminars, Ltd.

Course Type:
Seminars

Level:
Basic

Prerequisite:

None

Advanced Preparation:

None

 

 

 

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