Please help us share this opportunity with your personal CPA and other CPA's you may know.
Cambridge Financial Group is sponsoring two virtual CPE events to show our appreciation to CPA's and help them accumulate the required continuing education credits. Each session will provide 1 CPE credit, and we are covering the cost of the event and the CPE certificate.
Deferred Compensation Plans:
Rewarding & Retaining Employees
Presented by, Margaret A. Muldoon, J.D., LL.M., AVP Advanced Markets,
The Penn Mutual Life Insurance Company
June 10th, 12:00 PM EDT.
Link to Invitation*
Key employees, specifically high income earners, face increasing challenges related to their ability
to save for retirement through traditional ERISA qualified plans. This challenge makes alternative
retirement savings options such as nonqualified deferred compensation plans, informally funded
with life insurance, more attractive for key employees.
This course in designed to educate attendees regarding, (1) advantages and considerations of
implementing a nonqualified deferred compensation plan; and (2) the different ways to structure a
nonqualified deferred compensation plan; and (3) the technical requirements, tax treatments and
funding options for these plans.
The Penn Mutual Life Insurance Company
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is the most
significant retirement reform legislation in more than a decade. The Act created new categories
of IRA beneficiaries and made significant changes to distribution options. This course will review
the provisions of the SECURE Act that impact inherited IRAs and several planning opportunities
that are available for both IRA owners and beneficiaries.
This course will educate attendees, (1) regarding key IRA retirement planning terms;
(2) the distribution options available to beneficiaries; and (3) planning opportunities available
to limit the impact of the SECURE Act.