Description
Provides a basic understanding of the different types of retirement plans so advisors can help their clients make informed decisions about their plan needs. Learn the differences between plans qualified under Internal Revenue Code 401(a) and those that aren't: traditional 401 (k), SIMPLE 401 (k), safe harbor 401 (k), SEP, profit sharing, money purchase, target, traditional defined benefit, cash balance defined benefit, 403(b), 457, and executive benefits.
Learning Objectives
This course is designed to provide advisors with a fundamental understanding of the features and characteristics of Defined Contribution, Defined Benefit and Non-Qualified plans.