Overview of Retirement Plans
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.
Lessons include:
- Growth of Retirement Plans
- Retirement Plan Structures
- Qualified Retirement Plans
- Nonqualified Retirement Plans
- Hybrid Plans
- Employee Communication.
View full course outline [PDF]..
This course counts toward the
Fundamentals in Retirement Plans certificate. Earn your certificate to understand the principles of designing and administering a compliant retirement plan.
This course counts toward the
Certificate in ERISA Compliance.
Earn your certificate to understand ERISA general requirements, the
role of the fiduciary, how ERISA impacts various plans and more.
Three-Credit Course
Price: $180 Members
($270 Nonmembers)
Why Choose E-Learning?
Self-Paced
Navigate the course at a pace that fits your learning style.
Convenient
Learn on your schedule—without the inconvenience of time away from the office.
Expert-Created Content
Take a deep-dive into a topic with content developed by industry leaders.
Cost-Effective
Save when you choose affordably-priced training with no additional travel costs.
Questions?
Contact us at (888) 334-3327, option 3 or [email protected].
Team Training
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