Plan sponsors have many options when designing a retirement plan. Learn about the history and objectives of retirement plans, income sources in retirement, the role of plan sponsors, different plan structures available and how to educate employees. This course will also review Internal Revenue Code (IRC) and ERISA requirements that retirement plans must meet to qualify for tax advantages.
- Growth of Retirement Plans
- Retirement Plan Structures
- Qualified Retirement Plans
- Nonqualified Retirement Plans
- Hybrid Plans
- Employee Communication
View full course outline [PDF].