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On-Demand Video
On-Demand Video
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About this item

About 77% of Americans covered by a company sponsored retirement plan save for retirement and only about 5% of Americans not covered by a plan save for retirement. That means that employees with access to a company sponsored plan are 15 times more likely to save for retirement.

Learning Objectives:

Learn basic retirement plan knowledge to better consult with your clients

Understand criteria to determine highly compensated employees and how it impacts retirement plan design

Discuss what does it means to maximize tax/retirement benefits

After you complete your purchase, materials and quizzes can be accessed immediately by visiting the current registrations page in your MyOSCPA learning center. Your materials can be found under resources once you launch your course. Please download and save any materials you need for future reference. Once your access expires, you are unable to return to the classroom.

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