Retirement Plans


There are numerous options available to save for retirement and each has its own tax implications. Options include those offering current tax savings and others where retirees do not see a tax benefit until they start drawing funds out of the plan. In addition, some plans require the employer to match contributions and others do not. Learn about the different retirement plans available for small businesses and the tax reporting of each.


Upon completion of this course, you will be able to:

  • Identify the features of SEPs, SIMPLE IRAs and 401(k) plans.
  • Calculate the maximum contribution for various types of retirement plans.
  • Compute the deduction for various types of retirement plan contributions.
  • Identify the employer’s responsibility for maintaining and funding retirement plans.

Course Details

Includes webinar recording, PowerPoint presentation and Q&A webinar transcript. CPE is issued after exam is successfully completed.


Presented by: Jaye Tritz, EA, CFP

How to Earn CPE

To receive credit for this on-demand webinar, you must make at least one attempt to answer each of the review questions included with the webinar video. You also must successfully pass the course exam with a score of 70% or better.

The course and exam will expire one year from the date of purchase.

Cancellation Policy

​Because this is an online education offering, it is nonrefundable.

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