Qualified Retirement Plans

QRP Issues & Answers: Beyond the Basics

Webinar

Attend this course to gain a deeper understanding of the complex issues currently affecting qualified retirement plans. During this course, we’ll discuss multiple topics—including the new Roth provisions, RMD rules, and eligibility requirements.

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1.5 CE Credits

Advanced IRAs Basic IRAs Qualified Retirement Plans

Digital Delivery Only

Advanced IRAs Basic IRAs Qualified Retirement Plans

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Notice of Business Continuity Plans
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Ascensus, LLC provides administrative and recordkeeping services. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Ascensus® and the Ascensus logo are trademarks of Ascensus, LLC. "People Matter. Quality First. Integrity Always.®" is a registered trademark used under license by Ascensus, LLC.

Securities are offered through Ascensus Broker Dealer Services, LLC (“ABDS”), member FINRA /SIPC. ABDS is located at 95 Wells Avenue, Suite 160, Newton, MA 02459, phone 215-648-1272. ABDS is a wholly owned subsidiary of Ascensus, LLC. Investment Advisory Services are offered through Newport Group Consulting, LLC., an SEC registered RIA. Securities in California are offered under the DBA Ascensus Corporate Insurance Solutions. Other insurance products may be offered by Newport Group, Inc., an Ascensus company. Newport Group, Inc. California Insurance License # OL54989; (ABDS) California Insurance License # 6010846. Check the background of this firm on FINRA’s Broker Check.

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Before investing in any 529 plan, please consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s 529 plan.

When you invest in a 529 plan, you are purchasing municipal securities whose value may vary based on market conditions. Investment returns are not guaranteed, and you could lose money by investing in a 529 plan. Account owners assume all investment risks as well as responsibility for any federal and state tax consequences.

The availability of tax advantages or other benefits may be contingent on meeting other requirements. Please consult your financial, tax, or other advisors to learn more about how state-based benefits and limitations would apply to your specific circumstance. You may also contact your home state’s 529 plan(s), or any other 529 plan, to learn more about those plans’ features, benefits and limitations.

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Newport Trust Company is a New Hampshire state-chartered trust company and wholly owned subsidiary of Newport Group, Inc., an Ascensus Company. Newport Trust Company provides independent fiduciary and trustee services for employee benefit plans.

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