Online Instructor-Led MENTOR Course with Study Materials: 

Six-week course with two 2-hour online lectures per week. During the live lecture, you will be able to raise your hand, ask questions, and participate in classroom discussions.  All lectures are recorded and are available up to four weeks after your last day of classes.  Includes enrollment fees, tuition, and materials covering the following topics:

  • Types & Characteristics of Retirement Plans
  • Individual Retirement Accounts (IRAs)
  • SEP, SIMPLE & SARSEP Plans
  • Defined Contribution Plans
  • 401(k) Plans
  • Defined Benefit Plans
  • Nonprofit Organization & Government Plans
  • Qualified Plan & IRA Distributions
  • Plan Design, Installation, Administration & Amendments
  • Plan Establishment, Operation, Investment Objectives, Penalties & Termination
  • Fiduciary Issues, Prohibited Transactions, Claims & Examinations

These printed study materials are enhanced with online support materials, which include text and MP3 audio files covering the topics as well as supplemental study questions.