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Problematic Self-Directed Retirement Activities Series - Session 2: Management and Investment Risk Diversification Indices

 
 Wednesday, Dec. 05, 2018 from 12:00 pm to 12:50 pm
 Online
 
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Registration is Open
VSCPA Members
$39.00 Regular Registration
Nonmembers
$59.00 Regular Registration
Designed For:
*Recognize when disqualified person complement and plan asset complement ordinal distinctions are correctly framed *Recognize when cardinality’s (Greatest: Least) Transitive Rank Product Sum is correctly framed *Recognize when cardinal (max, min) feasibility set outer limits are correctly quantified
Prerequisite:

Complete the following webcasts-
1) Retirement Plan Management and Investment Risk Diversification Standards.

In the first webcast of this four-webcast retirement plan tax law series, the Section 4975(e)(2)(G) 50-percent-or-more disqualified person criterion complement determined the retirement plan management and investment risk (self-dealing activity, incidental benefit) bright line; defining the difference between management and investment risk diversification policy compliance and noncompliance. Accordingly, the bright line sounds in ordinal distinctions. Ordinal policy compliant determinations, however, beg cardinal scale measurements. To that end, this course teaches (greatest: least) transitive retirement plan management and investment risk diversification cardinal indices.

Lesson 1.

Ordinal Distinctions

Lesson 2.

Cardinal Distinctions

Lesson 3.

Coalition Building

Lesson 4.

Large Set Indices and Information Content

**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to [email protected].

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The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

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