Education and Training Solutions
| CE_03 Fundamentals
of Retirement Plan Design |
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15 hours for InFRE® certificants This is the third study course in the CRC® certification programs, and is now available for continuing education credit*. Employers and individuals have distinctive retirement planning needs. Finding the best retirement plan that is tailored to everyone’s unique needs may seem more idealistic than achievable. Course #3 arms retirement professionals with the key plan concepts and features to help them guide and assist clients in determining which type of retirement plan is likely to be best for them. The study guide will help the retirement professional translate this complex and often confusing information to clients/participants of various backgrounds. Topics include: definition of qualified and nonqualified plans, basic features of qualified and nonqualified plans, the difference between defined benefit and defined contribution plans, advantages of each plan to employers and employees, the rules governing qualified plans, including eligibility and contribution limitations, payment options at retirement and the rules governing distributions, plans for individuals (IRAs) and the self employed, and Social Security and Medicare. In addition to meeting the yearly 15 hour CE requirement, this course also fulfills the one-time survey course requirement for grandfathered certificants. 15 hours for InFRE® certificants Printed version: $100 An open book test is included in the course materials**. * For insurance licensees: A number of states have accepted this course for continuing education credit for insurance licensees. Please contact InFRE to see if your state has approved the course.
** Insurance licensees: If you are applying this course toward insurance
licensing continuing professional education requirements, your jurisdiction may require
other test procedures such as a closed book exam and/or proctor. Please notify InFRE
when you order this course that you wish to receive such credit so that we can send you the
correct exam and instructions. |
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