This course covers issues related to the appropriateness, design and installation of a qualified plan. It examines major structural and operational aspects of qualified retirement plans and covers important steps and issues involved in the design of qualified plans and the important duties of a plan administrator.

Author: Michael B. Cates, MS, CFP®

Michael B. Cates, MS, CFP® joined the College in 1986, and is the professor for the Income Tax Planning course of the CFP Certification Professional Education Program. He received his CFP® certification in 1995, and completed the College’s Master of Science degree program in 1997. Mike is also the lead professor for the introductory Income Tax Planning course in the College’s master’s program. In addition to his responsibilities at the College, Mike also maintains a tax planning and preparation firm in Aurora, Colorado. You can reach Mike at mike.cates@cffp.edu.

Complexity Level: Intermediate