Image For Activity Cover
Innovative Retirement Plan Design Strategies
Course Information
Content Level: Foundational
NAPFA Subject Area: E-Retirement Planning
Course Description

If executed properly, plan design can become a differentiator amongst the crowd. Plan design can be used as a powerful tool for maximizing business owner contributions, reducing taxes and creating competitive advantages to retain and attract talent.

Expand your knowledge to speak confidently on plan design options that will help you meet plan sponsor goals, improve plan compliance and create meaningful opportunities for your clients’ employees.

Learning Objectives
  1. Retirement Plan industry trends
  2. Maximizing owner contribution in a defined contribution plan
  3. Introduction to Cash Balance Plans

Jerry Cicalese, CPC, QPA, QKC, QKA, CPFA, TGPC, AIF®

Jerry is a retirement plan expert with more than 20 years of plan consulting experience. Since joining Sentinel Benefits & Financial Group in 2010, he has held several leadership roles and currently serves on Sentinel’s operating committee and oversees Sentinel’s Advisor Channel Consulting Group. Jerry is responsible for executing Sentinel’s strategic vision of providing an uncommon Record-Keeping/TPA experience for advisors and clients through innovative plan design strategies and serving with a servant leader mindset.

Jerry holds a bachelor’s degree from St. John’s University along with several industry professional credentials through the American Retirement Association and is an Accredited Investment Fiduciary, AIF® through The Center for Fiduciary Studies.

Jerry is an active member of Vistage International and has been recognized in two of the last three years as a Top 10 “Advisor Allie” by The National Association of Plan Advisors in the Record-Keeping category.

Availability: On-Demand
Expires on Dec 31, 2023
Initial Cost: Member: $39.00
Non-Member: $59.00
Additional Cost: CFP® CE: $10.00
Credit Offered:
1 NAPFA CE Credit
1 NAPFA CE (LIVE) Credit
1 CFP® CE Credit
1 CFP® CE (LIVE) Credit
Contains: 2 Courses
Powered By