Overview of Retirement Plans-Individual

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.

Run time: 3 hour

Recertification
SHRM: 3 PDC

Program contains closed captions. Please use our Accessibility Accommodation Form to request additional accommodations. This course is WCAG 2.1 AA compliant.

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