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Flexible Content

Overview of Retirement Plans

Course Details


Overview of Retirement Plans (IFEBP)

Plan sponsors have many options when designing a retirement plan. This course reviews the different plan structures available and all of the Internal Revenue Code (IRC) and Employee Retirement Income Security Act (ERISA) requirements that retirement plans must meet to qualify for tax advantages.

Course Level
(New)
Language(s)
English
Average Completion Time
2-4 Hours
Topics
  • Growth of Retirement Plans
  • Employer-Sponsored Retirement Plan Structures
  • Qualified Retirement Plans
  • Nonqualified Retirement Plans
  • Hybrid Plans
  • Employee Communication