Pension Plans and Their Intricacies

Pension Plans and Their Intricacies

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Pension Plans and Their Intricacies will review the differences between defined benefit and defined contribution plans. We will address the tax impact of contributions and most importantly the options available when one leaves the plan. For defined benefits plans, this course covers the comparison (and calculations) of accepting a pension or commuting the value.

In order to receive CE credits, you will need to receive a mark of 5 out of 8 or higher on the quiz. This course qualifies for the following continuing education (CE) credits:

Governing Body Credit Hours Category
AIC 3.0 Life only
FP Canada 4.0 Financial Planning
IAFE - The Institute 4.0 n/a
ICS 3.0 n/a
IIROC (Cycle 9) 3.0 Professional Development
MFDA 4.0 Professional Development

This course may also qualify for CPA credit hours. More information about continuing education requirements is available here.