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Pension Plan Self-Study CPE Courses

Surgent’s pension plan self-study CPE courses will help you advise employers on the tax consequences of pension plans. With tax CPE courses on all the tax issues surrounding selecting, maintaining and making changes to pension plans, our CPE tax courses include tax CPE Self-Study courses that will expand your expertise in this complex area of taxation.


Surgent is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of CPE on the National Registry of CPE Sponsors and as a QAS Self-Study provider. Each of our courses is accepted for CPE credit in all 50 states and in Washington, D.C. Surgent is also an IRS-approved and CFP Board-approved provider of continuing education courses.

Course TitleFormatCreditsPrice 

Advanced Audits of 401(k) Plans: Best Practices and Current Developments (AAFP)
Field of Study: Auditing (8)

Self-Study Webcasts

8

$199.00

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Auditing 401(k) Plans: Critical Issues and Annual Update (AFP4)
Field of Study: Auditing (4)

Self-Study Webcasts

4

$129.00

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Audits of 401(k) Plans: New Developments and Critical Issues (AFPL)
Field of Study: Auditing (8)

Self-Study Webcasts

8

$199.00

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Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (CCSM)
Field of Study: Taxes (2)

Self-Study Webcasts

2

$89.00

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A Guide to Nonqualified Deferred Compensation (NDC2)
Field of Study: Taxes (2)

Self-Study Webcasts

2

$89.00

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Update on the SECURE 2.0 Act (SEC2)
Field of Study: Taxes (2)

Self-Study Webcasts

2

$89.00

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CPE Webinars
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