This module is a good starting point for those who have little or no experience in the retirement plan industry. You will learn about the types of retirement plans, the benefits of offering a retirement plan to employees, and the steps to implementing, administrating, and terminating a plan. After completing the module, you will be able to describe the various forms of distribution and identify the responsibilities of the employer and other service provider roles.
Item Details: This module is available for 180 days following purchase date. CE credit: 2.5 ASPPA CE, 2.0 ERPA CE.