Self-Study Course with Study Materials & Online Access:

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