Videos and Webcasts

What Makes a Plan Qualified?

By David Barrer

This course is designed to teach the basic requirements for a retirement plan to be qualified including the tax benefits and the ramifications of losing tax qualified status. The course covers required plan language as well as discretionary options a plan sponsor may choose to include in a plan. In addition the course illustrates the various types and features of qualified plans including employer eligibility, plan establishment, contributions/benefits, and vesting. The course also demonstrates the maximum contribution limits available for the various types of qualified plans.

*Disclaimer: This recording is not eligible for Continuing Education Credits


David Barrer

As the National Director of TPA Markets, Dave manages our TPA sales. His focus is to promote Pentegra as the “go-to” expert for 3(16) fiduciary outsourcing and TPA services, as well as a large case  Multiple Employer Plan (MEP) partner for advisors and recordkeepers. He serves as a resource for the organization in expanding Pentegra’s TPA footprint and in working with our advisor-partners nationwide to market Pentegra’s unique fiduciary services platform.