Problematic Self-Directed Retirement Activities Series - Session 2: Management and Investment Risk Diversification Indices
Total Credits: 1 including 1 Taxes - Technical
- Average Rating:
- 9
- Categories:
- ACPEN Industry Institute | ACPEN Tax Institute | IRS Approved | Tax
- Faculty:
- David Randall Jenkins, Ph.D.
- Course Levels:
- Intermediate
- Duration:
- 1 Hour
- License:
Description
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 leighanne.conroy@acpen.com.
Basic Course Information
Learning Objectives*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
*Recognize when cardinal (max, min) feasibility set outer limits have been correctly scaled and resulting indices have been correctly computed
*Recognize management and investment risk diversification coalitions have been correctly built
*Recognize when management and investment risk diversification cardinal indices are correctly construed as having information content
Major Subjects
*Disqualified Person Complement and Plan Asset Complement Ordinal Distinctions
*Cardinality’s (Greatest: Least) Transitive Rank Product Sum
*Defining Cardinality’s (Max, Min) Feasibility Set Outer Limits
*Defining Cardinality’s (Max, Min) Scaling Function and Index Formulation
*Distinctions in Building Management and Investment Risk Diversification Coalitions
*Large Set Indices
*Index Information Content
Course Materials
| Problematic Self-Directed Retirement Activities Series - Session 2_Slides (0.86 MB) | Available after Purchase | ||
| Problematic Self-Directed Retirement Activities Series - Session 2_Handout (0.26 MB) | Available after Purchase | ||
| Problematic Self-Directed Retirement Activities Series - Session 2_Handout (0.26 MB) | Available after Purchase | ||
| Problematic Self-Directed Retirement Activities Series - Session 2_IRS CE Credit Request form (0.14 MB) | Available after Purchase | ||
| Problematic Self-Directed Retirement Activities Series - Session 2_Jenkins Credentials (0.09 MB) | Available after Purchase | ||
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase | ||
| IRS CE Credit Request Form (0.15 MB) | Available after Purchase | ||
Faculty
David Randall Jenkins, Ph.D. Related Seminars and Products
David Randall Jenkins, Ph.D., received his doctorate in accounting and a master’s in accounting with an emphasis in tax from the University of Arizona. He has taught financial, managerial, and tax accounting courses at both the graduate and undergraduate levels. Dr. Jenkins is an AACSB academically qualified business school and tax professor owing to his peer reviewed journal article publications. His company, Algorithm LLC (algorithm-llc.com), is an IRS Approved Continuing Education Provider. Dr. Jenkins may be contacted at tucjenkins@aol.com.
Additional Info
Basic Course Information
Advanced PreparationPurchase and read the academic journal article underpinning this course.
Course Developer
David Randall Jenkins
Date Added to Catalog
07/31/2015
Designed For
CPAs, Attorneys, , Enrolled Agents, Other Tax Professionals
Original Recording Date
08/03/2015
Prerequisites
Complete the following webcasts—
1) Retirement Plan Management and Investment Risk Diversification Standards.
Yellow Book
No
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Instructional Delivery Method
Group Internet Based
Official Registry Statement
Business Professionals' Network, Inc. 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: www.nasbaregistry.org
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Promo Video
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