Retirement Plan Beneficiaries

2 Credits: Taxes


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Retirement Plan Beneficiaries

Course Level
CPE Credits

2 Credits: Taxes

Course Description

Retirement Plan Beneficiaries is an essential course for financial professionals seeking to enhance their advisory services in retirement planning. This course delves into the intricacies of beneficiary designations for retirement accounts, a critical aspect often overlooked or misunderstood by clients.

Participants will gain valuable insights into the importance of retirement plan beneficiaries, the strategic use of trusts as beneficiaries, and the distinction between Designated and Eligible Designated Beneficiaries. By mastering these concepts, professionals can offer their clients informed advice, ensuring optimal estate planning and tax efficiency. This course, updated with the latest proposed Secure regulations, equips attendees with the knowledge to guide clients through the complex process of beneficiary designation, ensuring their retirement plans align seamlessly with their estate planning goals.

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Learning Objectives

Upon completing this course, participants will be able to:

  • Recognize the significance of the Retirement Plan Beneficiary,
  • Determine the reasons a trust may be named as a beneficiary; and
  • Learn the difference between a Designated Beneficiary and an Eligible Designated Beneficiary.
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Course Specifics

Course ID
Revision Date
March 28, 2023


Advanced Preparation


Compliance Information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02334-23-O
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1902
CTEC Federal Tax Law Credits: 2

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at

Meet The Experts

Mary Kay Foss CPA is a frequent lecturer for professional and business groups. She has over thirty years of practical experience advising about retirement, income and estate planning issues. Ms. Foss is a member of the AICPA Individual and Self-Employed Technical Resource Panel, past chair of the AICPA Trust Estate and Gift Tax Technical Resource Panel and past chair of both the Estate Planning and the Taxation Committee of CalCPA. She is also past president of the Estate Planning Councils of Diablo Valley and East Bay and the East Bay Chapter of CalCPA. She teaches classes for CalCPA and has …