--- title: "CPA Continuing Education Course: Employer-Sponsored Retirement Plans & Programs" description: Learn the core aspects of Employer-Sponsored ERISA Retirement Plans, including plan design, implementation, best practices, and recent updates. image: https://www.4tfg.com/hubfs/Blog/CPE-Promo-Image-190815.jpg --- [![4thought\_footer-logo.png](https://www.4tfg.com/hs-fs/hubfs/4thought_footer-logo.png?width=335&height=101&name=4thought_footer-logo.png "4thought_footer-logo.png")](https://www.4tfg.com/) - [![4Thought Financial Group](https://www.4tfg.com/hubfs/4thought_footer-logo.png)](https://www.4tfg.com/) [![4Thought Financial Group Compass](https://www.4tfg.com/hubfs/4Though-Compass.png)](https://www.4tfg.com/) - [About 4Thought](https://www.4tfg.com/investment-methodology) - [Our Investment Methodology](https://www.4tfg.com/investment-methodology) - [Management Team](https://www.4tfg.com/management) - [In the Media](https://www.4tfg.com/media) - [Contact](https://www.4tfg.com/contact) - [Services](https://www.4tfg.com/investing) - [Private Individual Investing](https://www.4tfg.com/investing) - [SMAs for RIA /Institutional /Family Office](https://www.4tfg.com/financial-advisors-and-institutions) - [Services for CPAs](https://www.4tfg.com/cpa-investing-services) - [Private Wealth Management](https://www.4tfg.com/wealth-management) - [Retirement Plan Services](https://www.4tfg.com/retirement-plan-services) - [Resources](https://www.4tfg.com/resources) - [Financial News](https://www.4tfg.com/resources) - [Portfolio Review](https://www.4tfg.com/portfolio-review) - [Investment Performance](https://www.4tfg.com/performance-requests) - [CPA Continuing Education](https://www.4tfg.com/cpe-continuing-education) - [FAQs](https://www.4tfg.com/faq) - [FAQs](https://www.4tfg.com/faq) - [Contact](https://www.4tfg.com/contact) - Log In - [Goldman Sachs Accounts](https://custodysolutions.gs.com/client-app) - [Wealth Management](https://wealth.emaplan.com/ema/SignIn?ema) - [Consolidated Reporting](https://client.myadvisorlink.com/auth/users/webportal/4tfg) - [Retirement Plan Services](https://www.4tfg.com/rps-login) - - Log In - [Goldman Sachs Accounts](https://custodysolutions.gs.com/client-app) - [Wealth Management](https://wealth.emaplan.com/ema/SignIn?ema) - [Consolidated Reporting](https://client.myadvisorlink.com/auth/users/webportal/4tfg) - [Retirement Plan Services](https://www.4tfg.com/rps-login) ## 4Thought Investing Resources ## 4Thought Investing Resources [Financial News](https://www.4tfg.com/resources/) [Investment Strategy](https://www.4tfg.com/resources/topic/investment-strategy) [Personal Finance](https://www.4tfg.com/resources/topic/personal-investing) [Business Finance](https://www.4tfg.com/resources/topic/business-finance) [For Professionals](https://www.4tfg.com/resources/topic/financial-professionals)[Compass and Crosshairs](https://www.4tfg.com/resources/topic/compass-and-crosshairs) SUBSCRIBE Subscribe for free tips and articles to help you lead a smarter financial life. [Financial News](https://www.4tfg.com/resources) ,[CPA Continuing Education](https://www.4tfg.com/resources/topic/cpa-continuing-education) ,[Financial News](https://www.4tfg.com/resources/topic/financial-news) # CPA Continuing Education Course: Employer-Sponsored Retirement Plans & Programs Learn the core aspects of Employer-Sponsored ERISA Retirement Plans, including plan design, implementation, best practices, and recent updates. \[fa icon="calendar"\] Jul 18, 2019, 2:26:00 PM by [4Thought Financial](https://www.4tfg.com/resources/author/4thought-financial) [![CPA Continuing Education Course: Employer-Sponsored Retirement Plans & Programs](https://www.4tfg.com/hs-fs/hubfs/Blog/CPE-Promo-Image-190815.jpg?width=2160&name=CPE-Promo-Image-190815.jpg)](https://www.4tfg.com/cpe-continuing-education) In this 2 CPE credit session, 4Thought Financial Group CIO Jesse Mackey and Long Island Employee Benefits Group (LIEBG) VP of Consulting Services Judy Lynch, QPA, will present a comprehensive review and update on Employer-Sponsored ERISA Retirement Plans, covering plan design, implementation, and best practices for your plan sponsor (business owner) clients.  The discussion will span defined benefit and defined contributions plans, as well as investment management programs and funding vehicles like SMAs, ETFs, mutual funds, and life insurance. Please join us. **4Thought Financial Group will be hosting an informative, 2 CPE credit-eligible course on "Employer-Sponsored Retirement Plans & Programs" on Thursday, August 15, from noon to 2 p.m. at its office at 6851 Jericho Tpke., Suite 120, in Syosset, NY. A light lunch will also be served.**   ### [**Click Here To Register**](https://www.4tfg.com/cpe-continuing-education) --- Investment Advisory Services offered through 4Thought Financial Group Inc., an SEC Registered Investment Adviser. ## Was this article helpful to you? ### Subscribe to our newsletter for free tips and articles to help you lead a smarter financial life. ### Related posts [![Bear, Bull, Wolf & Eagle: The Markets Reimagined & Redefined](https://www.4tfg.com/hubfs/Bear_Bull_Wolf_Eagle-The_Markets_Redefined.jpg)](https://www.4tfg.com/resources/bear-bull-wolf-eagle-markets-reimagined-redefined) [![CPA Continuing Education Course: Business Continuity Case Study](https://www.4tfg.com/hubfs/Blog/CPE-Promo-Image-201119.jpg)](https://www.4tfg.com/resources/cpa-cpe-continuing-education-business-continuity-case-study) [![CPA Continuing Education Course: Estate Planning Update](https://www.4tfg.com/hubfs/Blog/CPE-Promo-Image-201119.jpg)](https://www.4tfg.com/resources/cpa-cpe-continuing-education-estate-planning-update) ## Leave a Comment ### Search 4tfg.com This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. ### **What Type of Investor Are You?** You have unique investment goals. 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Information throughout this site, including, but not limited to, stock quotes, charts, articles or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE. Any opinions presented here are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors. \*4Thought Financial Group claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. The GIPS firm definition excludes any third party asset management programs over which 4Thought maintains oversight advisory agreements on behalf of its clients, any arrangements under which 4Thought provides recommendations for client self-implementation, and any assets under advisory but not under direct management (in which 4Thought provides allocation changes or trading signals to third party firms but does not take discretion over the trading of client accounts). GIPS-compliant performance information for 4Thought's strategies may be obtained by email at [info@4tfg.com](mailto:info@4tfg.com); on the 4Thought website at [https://www.4tfg.com/performance-requests](https://www.4tfg.com/performance-requests); or by phone at (516) 300-1617. ```json { "@context" : "http://schema.org", "@type" : "Organization", "address" : { "@type" : "PostalAddress", "addressCountry" : "", "addressLocality" : "Syosset", "addressRegion" : "New York", "postalCode" : "11791", "streetAddress" : "6851 Jericho Turnpike Suite 120" }, "alternateName" : "4 Thought Financial Group", "areaServed" : { "@type" : "GeoCircle", "geoMidpoint" : { "latitude" : "+40.8100713", "longitude" : "-73.5172286" }, "geoRadius" : "150 km" }, "description" : "Learn the core aspects of Employer-Sponsored ERISA Retirement Plans, including plan design, implementation, best practices, and recent updates.", "email" : "[GDelorenzo@ClearHorizonGroup.Com, info@4tfg.com, no-reply@4tfg.com]", "image" : "https://www.4tfg.com/hubfs/4Thought-Financial-Group-OG.jpg", "logo" : "http://cdn2.hubspot.net/hubfs/2201374/4thought_header-logo.png", "naics" : "523920", "name" : "4Thought Financial Group", "sameAs" : [ "https://www.facebook.com/4ThoughtFinancialGroup", "https://www.linkedin.com/company/3043702", "https://www.youtube.com/channel/UCEHRK-25mAwfTlNzdvFSN3g", "http://investment-advisors.credio.com/l/39493/4thought-Financial-Group-Inc" ], "telephone" : "516-300-1617", "url" : "http://www.4tfg.com" } ``` ```json { "@context" : "http://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Organization", "name" : "4Thought Financial" }, "dateModified" : "July 11, 2019, 6:36:01 PM", "datePublished" : "2019-07-18 18:26:00", "description" : "Learn the core aspects of Employer-Sponsored ERISA Retirement Plans, including plan design, implementation, best practices, and recent updates.", "headline" : "CPA Continuing Education Course: Employer-Sponsored Retirement Plans & Programs", "image" : { "@type" : "ImageObject", "url" : "https://www.4tfg.com/hubfs/Blog/CPE-Promo-Image-190815.jpg" }, "mainEntityOfPage" : { "@id" : "https://www.4tfg.com/resources/cpa-cpe-continuing-education-course-employer-sponsored-retirement-plans-programs", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "http://cdn2.hubspot.net/hubfs/2201374/4thought_header-logo.png" }, "name" : "4Thought Financial Group" } } ```