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Advisor's Guide to Retirement Planning and Employee Benefits View Table of Contents [ Print This Page ] Recommended CPE Credit: CFP®: 25 Licenses: CFP ® PACE Course Description (scroll down to order) This course was updated on 1/01/2009. This newly updated course covers the complex tax rules that experienced practitioners need. Discover succinct solutions to one of the most challenging planning areas—pinpoint the best strategies for unique client needs.  In clear and concise language, Advisor's Guide to Retirement Planning and Employee Benefits outlines various techniques for evaluating existing plans, and then designing new plans for both the retirement planning and the employee benefit planning business.  Gain coverage on more than 50 employee benefits plans that apply to all company sizes. Finally, understand how to distinguish the advantages/disadvantages while staying abreast of what’s new in your industry—benefiting your practice and the clients you serve: •EGTRAA pension provisions made permanent  •Direct retirement plan transfers into Roth IRAs  •Eligible Investment Advice Arrangements allowed  •New deduction limits for combination DB and DC plans  •Auto-enrollment into 401(k) plans permitted    •Tax Relief and Health Care Act of 2006  •Contribution limits for HSAs expanded  •Rollovers from HRAs and Health FSAs to HSAs  •Funding annual contributions to HSAs with IRA transfers  •Final Section 409A regulations  See the Table of Contents and "What's New in the 11th Edition" (link at the top of the page). Course and Credit Information Authors: Stephan R. Leimberg, John J. McFadden. Course text (457 pages, plus appendix, index, exam). Exam and Grading:  Included with course. Take the exam using the e-Exam interactive PDF form for instant online grading and certificate (can also be faxed in). CFP® credits reported automatically (if applicable). Program delivery method: Self-study, available in print or download . Program level: Overview; Course prerequisites: None; Advance preparation: None Subject Codes/Fields of Study: CFP Board,  NAPFA: Retirement Planning. NAPFA members: Download a course credit-by-subject chart from our Resources page. Credit Information: CFP® and PACE credit available in all states. Course-sponsor number: CFP Board: 1008. How to Order Order online or by phone (800-588-7039) To order online: 1. (Optional) Log-in or Open an Account. 2. Enter quantity below 3. Select how you would like to receive the course (printed materials sent in the mail or PDF file downloaded and saved to your computer). 4. Click "Add to Cart", continue shopping or proceed to secure checkout.  PDF Downloads: The PDF version of the course is downloaded, including the exam, from the purchase confirmation page (first download the course file to your computer, then open it.  Don't forget: Get 18% off when you order 3 or more courses. Discounts and shipping/handling, if applicable, are added during checkout, just before payment. Print Price:  $159.00 Download Price:  $139.00 Quantity  Purchase Option:  Print Version Download Version