Retirement Plan Types is designed for financial services professionals who need basic information on retirement plan types. This is a short, focused course that describes features of a wide range of qualified retirement plans, including 401(k)s, Keoghs and simplified plans. It covers the reasons for using qualified plans and the different customer needs that are served by the different types of plans.
Due to the recent passage of the Economic Growth and Tax Relief Reconciliation Act of 2001 many Dearborn courses have been affected. A quick reference guide on the Tax Act has been created to explain the impact the Act has on these courses. A reference guide will be included with the purchase of this course.
If you are taking this course for CE, the CE exam will automatically be added to your basket when selecting CE credit. Certain states require that a proctor or monitor supervise the exam taking process.
