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.
Richard W. Rausser has more than 30 years of experience in the retirement benefits industry. He is Senior Vice President of Thought Leadership at Pentegra, a leading provider of retirement plan and fiduciary outsourcing to organizations nationwide. Rich is responsible for helping to shape and define Pentegra’s viewpoint on workplace retirement plans, plan design strategy, retirement success and employee savings trends. His work is used by employers, employees, advisors, policymakers and the media to produce successful outcomes for American workers. In addition, Rich is responsible for Pentegra’s Defined Benefit line of business, which includes a team of Actuaries and other retirement plan professionals as well as Pentegra’s BOLI line of business. He is a frequent speaker on retirement benefit topics; a Certified Pension Consultant (CPC); a Qualified Pension Administrator (QPA); a Qualified 401(k) Administrator (QKA); and a member of the American Society of Pension Professionals and Actuaries (ASPPA). He holds an M.B.A. in Finance from Fairleigh Dickinson University and a B.A. in Economics and Business Administration from Ursinus College.