CFPE504: Retirement Planning
& Employee Benefits

With more and more Americans expressing concern about how they can be financially comfortable in retirement, it’s crucial to your business that you know how to serve their needs in this area. This course covers all the major retirement-related issues: retirement savings and need analysis, qualified retirement plan design, Social Security, Medicare, and more. In addition, group life, health and disability insurance, nonqualified deferred compensation, and other commonly provided employee benefits are examined.

Course Topics:

• Planning for Retirement & Social Security
• Fundamentals of Defined Benefits Plans
• Fundamentals of Defined Contribution Plans
• Fundamentals of 401(k) Plans
• Traditional, Roth & Simple RIAs
• 403(b) Plans & Other Plan Issues
• Retirement Plan Distributions & Plan Selection
• Deferred Compensation & Stock Plans
• Employee Group Benefits

This course is available exclusively via the College’s MyChoice Custom Education Platform. The College provides you with all of the tools available – use whatever you need.

This course qualifies for 45 CPE hours for Enrolled Retirement Plan Agents and CPAs.

Students typically complete their studies within 6-8 weeks, however you have one full year to successfully complete the course.

CFPE504: Retirement Planning & Employee Benefits is the fourth course (of six) in our CFP Certification Professional Education Program. The CFP^® certification is the most recognized financial designation in the country, and our program boasts an 86% cumulative passrate and over 60,000 graduates. If you wish to pursue the CFP^® certification, you have the option of purchasing the other courses as part of a prorated bundle or enrolling in the other courses individually.

Please contact our student services center at 1-800-237-9990 x 2 for complete details.

Other courses in the program may also be eligible for CPE; see this document for complete details.